Sage Mountain Advisors’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
$111K Buy
2023
Q1
Sell
2022
Q4
$133K Buy
2022
Q3
$75K Hold
2022
Q2
$81K Hold
2022
Q1
$97K Hold
2021
Q4
$103K Hold
2021
Q3
$97K Hold
2021
Q2
$98K Hold
2021
Q1
$92K Buy