AdvicePeriod’s iShares MSCI ACWI ETF ACWI Stock Holding History

AdvicePeriod’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$2.63M	Buy	26,005 +67	+0.3%	+$6.68K	0.17%	52
2021 Q1	$2.47M	Buy	25,938 +43	+0.2%	+$4.04K	0.18%	51
2020 Q4	$2.35M	Sell	25,895 -5,708	-18%	-$488K	0.18%	52
2020 Q3	$2.53M	Sell	31,603 -900	-3%	-$71.3K	0.23%	51
2020 Q2	$2.4M	Sell	32,503 -43,800	-57%	-$3.06M	0.26%	50
2020 Q1	$4.77M	Buy	76,303 +63,605	+501%	+$4.71M	0.5%	43
2019 Q4	$1.01M	Sell	12,698 -14,806	-54%	-$1.13M	0.09%	66
2019 Q3	$2.03M	Buy	27,504 +2,122	+8%	+$156K	0.19%	52
2019 Q2	$1.87M	Buy	+25,382	New	+$1.85M	0.18%	53

Other funds holding ACWI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AdvicePeriod's ACWI Position: Q2 2021 in Review

AdvicePeriod increased its iShares MSCI ACWI ETF (ACWI) stake by 0.26% in Q2 2021, buying an estimated $6.68K and bringing the position to 26,005 shares worth $2.63M. The position accounts for 0.17% of the portfolio, ranked #52.

AdvicePeriod first reported a position in ACWI in Q2 2019 and has held it in 9 quarters since. The position peaked at $4.77M in Q1 2020. 518 funds tracked by Wall St. Rank hold ACWI as of Q2 2021.

AdvicePeriod held 26,005 shares of iShares MSCI ACWI ETF worth $2.63M as of Q2 2021.
AdvicePeriod bought 67 iShares MSCI ACWI ETF shares in Q2 2021, an estimated $6.68K.
iShares MSCI ACWI ETF made up 0.17% of AdvicePeriod's portfolio in Q2 2021, its #52 holding.
AdvicePeriod first reported a position in iShares MSCI ACWI ETF in Q2 2019 and has held it in 9 quarters since.
AdvicePeriod's iShares MSCI ACWI ETF position peaked at $4.77M in Q1 2020.
518 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.