B. Riley Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-4,094	Closed	-$344K	–	1449
2022 Q2	$344K	Buy	4,094 +74	+2%	+$6.74K	0.01%	809
2022 Q1	$402K	Sell	4,020 -749	-16%	-$74.6K	0.01%	866
2021 Q4	$505K	Buy	+4,769	New	+$498K	0.01%	799
2014 Q3	–	Sell	-713	Closed	-$43K	–	678
2014 Q2	$43K	Buy	+713	New	+$42.3K	0.01%	1102

Other funds holding ACWI

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

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

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

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

Citigroup New York $303B AUM 53.02% 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

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

CPCM

Cornerstone Partners Capital Management Charlottesville, Virginia $34.4M AUM 26.36% 1-Year Est. Return

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

B. Riley Wealth Advisors's ACWI Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2022, closing a stake of 4,094 shares — an estimated $344K sold.

B. Riley Wealth Advisors first reported a position in ACWI in Q2 2014 and held it in 4 quarters. The position peaked at $505K in Q4 2021. 549 funds tracked by Wall St. Rank hold ACWI as of Q3 2022.

B. Riley Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q3 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,094 iShares MSCI ACWI ETF shares in Q3 2022, an estimated $344K.
B. Riley Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2014 and held it in 4 quarters.
B. Riley Wealth Advisors's iShares MSCI ACWI ETF position peaked at $505K in Q4 2021.
549 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.