ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

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

Q4 2025
Shares 32,909 Value ($000) $4,656 Avg Close — Range —
Q3 2025
Shares 32,907 Value ($000) $4,549 Avg Close — Range —
Q2 2025
Shares 33,226 Value ($000) $4,273 Avg Close — Range —
Q1 2025
Shares 33,225 Value ($000) $3,867 Avg Close — Range —
Q4 2024
Shares 33,225 Value ($000) $3,904 Avg Close — Range —
Q3 2024
Shares 33,224 Value ($000) $3,972 Avg Close — Range —
Q2 2024
Shares 33,737 Value ($000) $3,792 Avg Close — Range —
Q1 2024
Shares 33,815 Value ($000) $3,724 Avg Close — Range —
Q4 2023
Shares 33,815 Value ($000) $3,441 Avg Close — Range —
Q3 2023
Shares 31,842 Value ($000) $2,941 Avg Close — Range —
Q2 2023
Shares 31,842 Value ($000) $3,055 Avg Close — Range —
Q1 2023
Shares 31,890 Value ($000) $2,907 Avg Close — Range —
Q4 2022
Shares 32,012 Value ($000) $2,717 Avg Close — Range —
Q3 2022
Shares 27,694 Value ($000) $2,155 Avg Close — Range —
Q2 2022
Shares 9,137 Value ($000) $767 Avg Close — Range —