Alaethes Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Alaethes Wealth’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
2022 Q2	–	Sell	-80	Closed	-$8K	–	104
2022 Q1	$8K	Hold	80	–	–	0.01%	234
2021 Q4	$8K	Hold	80	–	–	0.01%	210
2021 Q3	$8K	Hold	80	–	–	0.01%	198
2021 Q2	$8K	Buy	+80	New	+$7.97K	0.01%	200

Other funds holding ACWI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MCM

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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 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

Alaethes Wealth's ACWI Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2022, closing a stake of 80 shares — an estimated $8K sold.

Alaethes Wealth first reported a position in ACWI in Q2 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 562 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

Alaethes Wealth reported no remaining iShares MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 80 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $8K.
Alaethes Wealth first reported a position in iShares MSCI ACWI ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's iShares MSCI ACWI ETF position peaked at $8K in Q1 2022.
562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.