ISHARES TR

Ticker: ACWX CUSIP: 464288240 Class: ETF-EQUITY

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 308,971 Value ($000) $20,741 Avg Close — Range —
Q3 2025
Shares 308,971 Value ($000) $20,086 Avg Close — Range —
Q2 2025
Shares 309,464 Value ($000) $18,859 Avg Close — Range —
Q1 2025
Shares 309,464 Value ($000) $17,160 Avg Close — Range —
Q4 2024
Shares 309,464 Value ($000) $16,142 Avg Close — Range —
Q3 2024
Shares 309,464 Value ($000) $17,708 Avg Close — Range —
Q2 2024
Shares 309,464 Value ($000) $16,442 Avg Close — Range —
Q1 2024
Shares 310,104 Value ($000) $16,556 Avg Close — Range —
Q4 2023
Shares 311,640 Value ($000) $15,906 Avg Close — Range —
Q3 2023
Shares 214,361 Value ($000) $10,077 Avg Close — Range —
Q2 2023
Shares 215,350 Value ($000) $10,600 Avg Close — Range —
Q1 2023
Shares 215,350 Value ($000) $10,503 Avg Close — Range —
Q4 2022
Shares 215,350 Value ($000) $9,798 Avg Close — Range —
Q3 2022
Shares 4,458 Value ($000) $178 Avg Close — Range —