ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 601 Value ($000) $85 Avg Close — Range —
Q3 2025
Shares 596 Value ($000) $82 Avg Close — Range —
Q2 2025
Shares 596 Value ($000) $77 Avg Close — Range —
Q1 2025
Shares 591 Value ($000) $69 Avg Close — Range —