Shepherd Kaplan Krochuk’s iShares MSCI ACWI ETF ACWI Stock Holding History

Shepherd Kaplan Krochuk’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	$3.51M	Buy
2025 Q1	$3.18M	Buy
2024 Q4	$3.21M	Buy
2024 Q3	$3.26M	Hold
2024 Q2	$3.07M	Buy
2024 Q1	$3.01M	Hold
2023 Q4	$2.78M	Buy