Transatlantique Private Wealth’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
$336K Sell
2,610
-1,635
-39% -$210K 0.12% 181
2025
Q1
$494K Sell
4,245
-4,678
-52% -$544K 0.2% 150
2024
Q4
$1.05M Buy
+8,923
New +$1.05M 0.4% 74