ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 3,956 Value ($000) $560 Avg Close — Range —
Q3 2025
Shares 3,800 Value ($000) $525 Avg Close — Range —
Q2 2025
Shares 3,644 Value ($000) $469 Avg Close — Range —
Q1 2025
Shares 3,428 Value ($000) $399 Avg Close — Range —
Q4 2024
Shares 3,332 Value ($000) $392 Avg Close — Range —
Q3 2024
Shares 3,264 Value ($000) $390 Avg Close — Range —
Q2 2024
Shares 6,161 Value ($000) $693 Avg Close — Range —
Q1 2024
Shares 2,145 Value ($000) $236 Avg Close — Range —
Q2 2022
Shares 10,613 Value ($000) $890 Avg Close — Range —
Q1 2022
Shares 10,613 Value ($000) $1,058 Avg Close — Range —
Q4 2021
Shares 10,751 Value ($000) $1,138 Avg Close — Range —
Q3 2021
Shares 10,726 Value ($000) $1,071 Avg Close — Range —
Q2 2021
Shares 10,685 Value ($000) $1,081 Avg Close — Range —
Q1 2021
Shares 10,684 Value ($000) $1,016 Avg Close — Range —
Q3 2020
Shares 3,729 Value ($000) $298 Avg Close — Range —
Q2 2020
Shares 3,658 Value ($000) $269 Avg Close — Range —
Q1 2020
Shares 9,373 Value ($000) $586 Avg Close — Range —
Q4 2019
Shares 3,628 Value ($000) $287 Avg Close — Range —
Q3 2019
Shares 3,585 Value ($000) $264 Avg Close — Range —
Q2 2019
Shares 3,585 Value ($000) $264 Avg Close — Range —
Q1 2019
Shares 3,541 Value ($000) $255 Avg Close — Range —
Q4 2018
Shares 3,539 Value ($000) $227 Avg Close — Range —