ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025
Shares 81,090 Value ($000) $11,473 Avg Close — Range —
Q3 2025
Shares 81,072 Value ($000) $11,207 Avg Close — Range —
Q2 2025
Shares 82,510 Value ($000) $10,611 Avg Close — Range —
Q1 2025
Shares 82,314 Value ($000) $9,581 Avg Close — Range —
Q4 2024
Shares 80,069 Value ($000) $9,408 Avg Close — Range —