ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 2,595 Value ($000) $367 Avg Close — Range —
Q3 2025
Shares 2,620 Value ($000) $362 Avg Close — Range —
Q2 2025
Shares 2,560 Value ($000) $329 Avg Close — Range —
Q1 2025
Shares 2,529 Value ($000) $294 Avg Close — Range —
Q4 2024
Shares 2,446 Value ($000) $287 Avg Close — Range —
Q3 2024
Shares 2,162 Value ($000) $258 Avg Close — Range —