ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 36,334 Value ($000) $5,141 Avg Close Range
Q3 2025
Shares 36,426 Value ($000) $5,036 Avg Close Range
Q2 2025
Shares 35,976 Value ($000) $4,627 Avg Close Range
Q1 2025
Shares 19,686 Value ($000) $2,291 Avg Close Range
Q4 2024
Shares 20,138 Value ($000) $2,366 Avg Close Range
Q3 2024
Shares 20,102 Value ($000) $2,403 Avg Close Range
Q2 2024
Shares 19,769 Value ($000) $2,222 Avg Close Range
Q1 2024
Shares 20,564 Value ($000) $2,265 Avg Close Range
Q4 2023
Shares 20,779 Value ($000) $2,115 Avg Close Range
Q3 2023
Shares 20,779 Value ($000) $1,919 Avg Close Range
Q2 2023
Shares 19,224 Value ($000) $1,844 Avg Close Range
Q1 2023
Shares 18,697 Value ($000) $1,704 Avg Close Range
Q4 2022
Shares 22,018 Value ($000) $1,869 Avg Close Range
Q3 2022
Shares 24,934 Value ($000) $1,941 Avg Close Range
Q2 2022
Shares 4,151 Value ($000) $348 Avg Close Range
Q1 2022
Shares 4,151 Value ($000) $414 Avg Close Range
Q4 2021
Shares 4,151 Value ($000) $439 Avg Close Range
Q3 2021
Shares 4,151 Value ($000) $415 Avg Close Range
Q2 2021
Shares 4,151 Value ($000) $420 Avg Close Range
Q1 2021
Shares 4,151 Value ($000) $394,968 Avg Close Range
Q4 2020
Shares 6,596 Value ($000) $598 Avg Close Range
Q3 2020
Shares 7,193 Value ($000) $575 Avg Close Range
Q2 2020
Shares 1,226 Value ($000) $90 Avg Close Range
Q1 2020
Shares 361 Value ($000) $22 Avg Close Range
Q4 2019
Shares 2,002 Value ($000) $158 Avg Close Range
Q3 2019
Shares 1,802 Value ($000) $132 Avg Close Range
Q2 2019
Shares 2,188 Value ($000) $161 Avg Close Range