Synergy Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-151	Closed	-$17.6K	–	86
2025 Q1	$17.6K	Sell	151 -150	-50%	-$17.5K	0.01%	329
2024 Q4	$35.4K	Buy	+301	New	+$35.4K	0.02%	271