Transcend Capital Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$917K Sell
2025
Q2
$856K Buy
2025
Q1
$773K Buy
2024
Q4
$610K Buy
2024
Q3
$611K Sell
2024
Q2
$575K Buy
2022
Q3
Sell
2022
Q2
$319K Buy
2020
Q1
Sell
2019
Q4
$291K Buy