ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 1,107 Value ($000) $157 Avg Close — Range —
Q3 2025
Shares 857 Value ($000) $118 Avg Close — Range —
Q2 2025
Shares 715 Value ($000) $92 Avg Close — Range —
Q1 2025
Shares 715 Value ($000) $83 Avg Close — Range —
Q4 2024
Shares 734 Value ($000) $86 Avg Close — Range —
Q4 2023
Shares 50,964 Value ($000) $5,243 Avg Close — Range —
Q3 2023
Shares 109,813 Value ($000) $10,143 Avg Close — Range —
Q2 2023
Shares 105,563 Value ($000) $10,128 Avg Close — Range —
Q1 2023
Shares 90,545 Value ($000) $8,254 Avg Close — Range —
Q4 2022
Shares 26,060 Value ($000) $2,212 Avg Close — Range —
Q3 2022
Shares 27,463 Value ($000) $2,137 Avg Close — Range —
Q2 2022
Shares 28,897 Value ($000) $2,424 Avg Close — Range —
Q1 2022
Shares 34,065 Value ($000) $3,399 Avg Close — Range —
Q4 2021
Shares 28,939 Value ($000) $3,061 Avg Close — Range —
Q3 2021
Shares 7,237 Value ($000) $723 Avg Close — Range —
Q2 2021
Shares 40,712 Value ($000) $4,120 Avg Close — Range —
Q1 2021
Shares 39,121 Value ($000) $3,722 Avg Close — Range —
Q4 2020
Shares 39,404 Value ($000) $3,575 Avg Close — Range —
Q3 2020
Shares 40,800 Value ($000) $3,261 Avg Close — Range —
Q2 2020
Shares 41,671 Value ($000) $3,072 Avg Close — Range —
Q1 2020
Shares 83,925 Value ($000) $5,251 Avg Close — Range —
Q4 2019
Shares 52,426 Value ($000) $4,155 Avg Close — Range —
Q3 2019
Shares 47,616 Value ($000) $3,512 Avg Close — Range —
Q2 2019
Shares 22,020 Value ($000) $1,623 Avg Close — Range —