SFMG Wealth 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
Q2
$976K Hold
2025
Q1
$884K Hold
2024
Q4
$892K Hold
2024
Q3
$908K Hold
2024
Q2
$853K Hold
2024
Q1
$836K Hold
2023
Q4
$773K Buy