WMS Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

WMS Partners’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$7.2M	Sell
2024 Q3	$7.43M	Sell
2024 Q2	$7.36M	Sell
2024 Q1	$7.72M	Sell
2023 Q4	$8.1M	Sell
2023 Q3	$7.74M	Sell
2023 Q2	$8.06M	Sell
2023 Q1	$8.37M	Sell
2022 Q4	$9.34M	Buy