Affiance Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-630	Closed	-$53.5K	–	97
2022 Q4	$53.5K	Buy	630 +142	+29%	+$12K	0.02%	165
2022 Q3	$38K	Hold	488	–	–	0.02%	100
2022 Q2	$41K	Hold	488	–	–	0.02%	102
2022 Q1	$49K	Sell	488 -4,388	-90%	-$437K	0.02%	113
2021 Q4	$516K	Hold	4,876	–	–	0.22%	72
2021 Q3	$487K	Hold	4,876	–	–	0.21%	71
2021 Q2	$493K	Buy	4,876 +18	+0.4%	+$1.79K	0.21%	72
2021 Q1	$462K	Hold	4,858	–	–	0.21%	76
2020 Q4	$441K	Buy	4,858 +180	+4%	+$15.4K	0.23%	70
2020 Q3	$374K	Buy	+4,678	New	+$370K	0.22%	65

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

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

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Affiance Financial's ACWI Position: Q1 2023 in Review

Affiance Financial sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2023, closing a stake of 630 shares — an estimated $53.5K sold.

Affiance Financial first reported a position in ACWI in Q3 2020 and held it in 10 quarters. The position peaked at $516K in Q4 2021. 594 funds tracked by Wall St. Rank hold ACWI as of Q1 2023.

Affiance Financial reported no remaining iShares MSCI ACWI ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 630 iShares MSCI ACWI ETF shares in Q1 2023, an estimated $53.5K.
Affiance Financial first reported a position in iShares MSCI ACWI ETF in Q3 2020 and held it in 10 quarters.
Affiance Financial's iShares MSCI ACWI ETF position peaked at $516K in Q4 2021.
594 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.