Provenance Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Provenance Wealth Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$593K	Hold
2025 Q1	$537K	Hold
2024 Q4	$542K	Hold
2024 Q3	$552K	Buy
2024 Q2	$442K	Buy
2024 Q1	$360K	Hold
2023 Q4	$333K	Hold
2023 Q3	$302K	Buy