Quotient Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$564K Sell
2025
Q2
$556K Sell
2025
Q1
$542K Sell
2024
Q4
$579K Sell
2024
Q3
$664K Sell
2024
Q2
$687K Sell
2024
Q1
$1.38M Sell
2023
Q4
$1.59M Buy