ISHARES TR

Ticker: ACWX CUSIP: 464288240 Class: ETF-EQUITY

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2024
Shares 64,401 Value ($000) $3,359 Avg Close — Range —
Q3 2024
Shares 62,572 Value ($000) $3,580 Avg Close — Range —
Q2 2024
Shares 60,897 Value ($000) $3,235 Avg Close — Range —
Q1 2024
Shares 57,642 Value ($000) $3,077 Avg Close — Range —
Q4 2023
Shares 56,148 Value ($000) $2,866 Avg Close — Range —
Q3 2023
Shares 54,471 Value ($000) $2,561 Avg Close — Range —
Q2 2023
Shares 51,631 Value ($000) $2,541 Avg Close — Range —
Q1 2023
Shares 52,453 Value ($000) $2,558 Avg Close — Range —
Q4 2022
Shares 55,574 Value ($000) $2,529 Avg Close — Range —
Q3 2022
Shares 57,121 Value ($000) $2,285 Avg Close — Range —
Q2 2022
Shares 60,966 Value ($000) $2,743 Avg Close — Range —
Q1 2022
Shares 61,130 Value ($000) $3,195 Avg Close — Range —
Q4 2021
Shares 52,639 Value ($000) $2,917 Avg Close — Range —
Q3 2021
Shares 52,639 Value ($000) $2,917 Avg Close — Range —
Q2 2021
Shares 49,785 Value ($000) $2,863 Avg Close — Range —
Q1 2021
Shares 48,867 Value ($000) $2,696 Avg Close — Range —
Q4 2020
Shares 50,521 Value ($000) $2,680 Avg Close — Range —