B, B, H, & B Inc’s iShares MSCI ACWI ETF ACWI Stock Holding History

B, B, H, & B Inc’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 Q1	$10.1M	Sell	101,633 -1,193	-1%	-$119K	9.56%	2
2021 Q4	$10.9M	Buy	102,826 +3,634	+4%	+$380K	9.07%	2
2021 Q3	$9.91M	Sell	99,192 -23,139	-19%	-$2.38M	9.04%	2
2021 Q2	$12.4M	Buy	122,331 +61,266	+100%	+$6.11M	12.02%	2
2021 Q1	$5.81M	Sell	61,065 -21,254	-26%	-$2M	6.04%	6
2020 Q4	$7.47M	Buy	+82,319	New	+$7.03M	6.44%	4

Other funds holding ACWI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

B, B, H, & B Inc's ACWI Position: Q1 2022 in Review

B, B, H, & B Inc reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.2% in Q1 2022, selling an estimated $119K and leaving 101,633 shares worth $10.1M. The position accounts for 9.56% of the portfolio, ranked #2.

B, B, H, & B Inc first reported a position in ACWI in Q4 2020 and has held it in 6 quarters since. The position peaked at $12.4M in Q2 2021. 565 funds tracked by Wall St. Rank hold ACWI as of Q1 2022.

B, B, H, & B Inc held 101,633 shares of iShares MSCI ACWI ETF worth $10.1M as of Q1 2022.
B, B, H, & B Inc sold 1,193 iShares MSCI ACWI ETF shares in Q1 2022, an estimated $119K.
iShares MSCI ACWI ETF made up 9.56% of B, B, H, & B Inc's portfolio in Q1 2022, its #2 holding.
B, B, H, & B Inc first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 6 quarters since.
B, B, H, & B Inc's iShares MSCI ACWI ETF position peaked at $12.4M in Q2 2021.
565 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2022.

Based on B, B, H, & B Inc's 13F filing for Q1 2022, filed 10 May 2022.