ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 46,447 Value ($000) $6,572 Avg Close — Range —
Q3 2025
Shares 42,593 Value ($000) $5,888 Avg Close — Range —
Q2 2025
Shares 41,765 Value ($000) $5,371 Avg Close — Range —
Q1 2025
Shares 40,695 Value ($000) $4,736 Avg Close — Range —
Q4 2024
Shares 38,482 Value ($000) $4,522 Avg Close — Range —
Q3 2024
Shares 37,219 Value ($000) $4,450 Avg Close — Range —
Q2 2024
Shares 34,681 Value ($000) $3,898 Avg Close — Range —
Q1 2024
Shares 27,113 Value ($000) $2,986 Avg Close — Range —
Q4 2023
Shares 23,242 Value ($000) $2,365 Avg Close — Range —
Q3 2023
Shares 19,257 Value ($000) $1,779 Avg Close — Range —
Q2 2023
Shares 18,284 Value ($000) $1,754 Avg Close — Range —
Q1 2023
Shares 16,826 Value ($000) $1,534 Avg Close — Range —
Q4 2022
Shares 15,021 Value ($000) $1,275 Avg Close — Range —
Q3 2022
Shares 14,600 Value ($000) $1,136 Avg Close — Range —
Q2 2022
Shares 14,300 Value ($000) $1,200 Avg Close — Range —
Q1 2022
Shares 12,882 Value ($000) $1,285 Avg Close — Range —
Q4 2021
Shares 10,826 Value ($000) $1,145 Avg Close — Range —
Q3 2021
Shares 8,006 Value ($000) $800 Avg Close — Range —
Q2 2021
Shares 8,417 Value ($000) $860 Avg Close — Range —
Q1 2021
Shares 7,234 Value ($000) $688 Avg Close — Range —
Q4 2020
Shares 5,324 Value ($000) $483 Avg Close — Range —