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Shum Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Shum Financial Group’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$1.35M Buy
11,614
+224
+2% +$26.1K 1.17% 27
2024
Q4 		$1.34M Buy
11,390
+307
+3% +$36.1K 1.16% 27
2024
Q3 		$1.32M Buy
+11,083
New +$1.32M 1.1% 29