Surevest’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Surevest’s Portfolio ACWX Stock Details ACWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$12.3M	Buy
2022 Q2	$13.4M	Buy
2022 Q1	$15.3M	Sell
2021 Q4	$20.9M	Buy
2021 Q3	$20.8M	Buy
2021 Q2	$20.2M	Buy
2021 Q1	$13.9M	Buy