SWTS
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Stonehaven Wealth & Tax Solutions’s iShares MSCI ACWI ETF ACWI Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio ACWI Stock Details ACWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.78M Sell
13,838
-289
-2% -$37.2K 1.74% 16
2025
Q1 		$1.64M Buy
14,127
+4,305
+44% +$501K 1.74% 16
2024
Q4 		$1.15M Buy
+9,822
New +$1.15M 1.26% 22