Sandbox Financial Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sandbox Financial Partners’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	–	Sell	-2,726	Closed	-$317K	–	124
2025 Q1	$317K	Sell	2,726 -47,395	-95%	-$5.68M	0.11%	87
2024 Q4	$5.89M	Buy	50,121 +4,051	+9%	+$486K	1.96%	15
2024 Q3	$5.51M	Buy	46,070 +2,645	+6%	+$303K	1.95%	15
2024 Q2	$4.88M	Buy	43,425 +2,207	+5%	+$243K	1.87%	15
2024 Q1	$4.54M	Buy	41,218 +380	+0.9%	+$39.9K	1.91%	13
2023 Q4	$4.16M	Buy	40,838 +1,915	+5%	+$183K	1.95%	13
2023 Q3	$3.6M	Buy	38,923 +7,310	+23%	+$701K	1.9%	13
2023 Q2	$3.03M	Buy	31,613 +28,480	+909%	+$2.64M	1.58%	13
2023 Q1	$286K	Buy	3,133 +328	+12%	+$29.3K	0.17%	69
2022 Q4	$238K	Sell	2,805 -189	-6%	-$15.9K	0.16%	68
2022 Q3	$233K	Buy	2,994 +347	+13%	+$30K	0.17%	69
2022 Q2	$222K	Buy	+2,647	New	+$241K	0.16%	74

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return