ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q4 2025
Shares 11,718 Value ($000) $1,658 Avg Close — Range —
Q3 2025
Shares 11,616 Value ($000) $1,606 Avg Close — Range —
Q2 2025
Shares 11,616 Value ($000) $1,494 Avg Close — Range —
Q1 2025
Shares 11,527 Value ($000) $1,342 Avg Close — Range —
Q3 2024
Shares 11,424 Value ($000) $1,366 Avg Close — Range —
Q2 2024
Shares 11,424 Value ($000) $1,284 Avg Close — Range —
Q1 2024
Shares 11,329 Value ($000) $1,248 Avg Close — Range —
Q4 2023
Shares 11,329 Value ($000) $1,153 Avg Close — Range —
Q3 2023
Shares 11,223 Value ($000) $1,077 Avg Close — Range —
Q2 2023
Shares 11,223 Value ($000) $1,077 Avg Close — Range —
Q1 2023
Shares 11,112 Value ($000) $1,013 Avg Close — Range —
Q4 2022
Shares 265 Value ($000) $29 Avg Close — Range —
Q3 2022
Shares 11,024 Value ($000) $858 Avg Close — Range —
Q2 2022
Shares 15,012 Value ($000) $1,259 Avg Close — Range —
Q1 2022
Shares 14,858 Value ($000) $1,483 Avg Close — Range —
Q4 2021
Shares 14,778 Value ($000) $1,531 Avg Close — Range —
Q3 2021
Shares 14,778 Value ($000) $1,477 Avg Close — Range —
Q2 2021
Shares 15,548 Value ($000) $1,580 Avg Close — Range —
Q1 2021
Shares 15,489 Value ($000) $1,474 Avg Close — Range —
Q4 2020
Shares 26,527 Value ($000) $2,407 Avg Close — Range —
Q3 2020
Shares 26,378 Value ($000) $2,108 Avg Close — Range —
Q2 2020
Shares 32,679 Value ($000) $2,409 Avg Close — Range —
Q1 2020
Shares 50,896 Value ($000) $3,184 Avg Close — Range —
Q4 2019
Shares 43,869 Value ($000) $3,476 Avg Close — Range —