Plan Group Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Plan Group Financial’s Portfolio ACWI Stock Details ACWI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.9M	Sell
2025 Q2	$13.2M	Sell
2025 Q1	$12.9M	Buy
2024 Q4	$9.26M	Sell
2024 Q3	$9.54M	Buy
2024 Q2	$8.68M	Buy
2024 Q1	$8.09M	Buy
2023 Q4	$6.61M	Sell
2023 Q3	$13.3M	Buy
2023 Q2	$4.99M	Buy