ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 190,719 Value ($000) $26,985 Avg Close — Range —
Q3 2025
Shares 311,799 Value ($000) $43,103 Avg Close — Range —
Q2 2025
Shares 276,103 Value ($000) $35,507 Avg Close — Range —
Q1 2025
Shares 154,541 Value ($000) $17,964 Avg Close — Range —
Q4 2024
Shares 158,564 Value ($000) $18,631 Avg Close — Range —
Q3 2024
Shares 54,602 Value ($000) $6,528 Avg Close — Range —
Q2 2024
Shares 61,419 Value ($000) $6,904 Avg Close — Range —
Q1 2024
Shares 69,707 Value ($000) $7,677 Avg Close — Range —
Q4 2023
Shares 157,154 Value ($000) $15,994 Avg Close — Range —
Q3 2023
Shares 26,897 Value ($000) $2,484 Avg Close — Range —
Q2 2023
Shares 27,454 Value ($000) $2,634 Avg Close — Range —
Q1 2023
Shares 23,405 Value ($000) $2,134 Avg Close — Range —
Q4 2022
Shares 92,825 Value ($000) $8,386 Avg Close — Range —
Q3 2022
Shares 7,171 Value ($000) $558 Avg Close — Range —