Barber Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Barber Financial Group’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	$237K	Buy	2,594 +1	+0%	+$89	0.04%	129
2022 Q4	$220K	Sell	2,593 -86	-3%	-$7.24K	0.06%	122
2022 Q3	$208K	Sell	2,679 -50	-2%	-$4.32K	0.06%	123
2022 Q2	$229K	Sell	2,729 -2,324	-46%	-$212K	0.04%	129
2022 Q1	$504K	Sell	5,053 -1,302	-20%	-$130K	0.07%	78
2021 Q4	$672K	Sell	6,355 -435	-6%	-$45.4K	0.08%	78
2021 Q3	$678K	Sell	6,790 -149	-2%	-$15.3K	0.09%	74
2021 Q2	$702K	Sell	6,939 -3,088	-31%	-$308K	0.1%	72
2021 Q1	$954K	Buy	10,027 +4,474	+81%	+$420K	0.14%	61
2020 Q4	$504K	Sell	5,553 -1,985	-26%	-$170K	0.09%	78
2020 Q3	$602K	Buy	7,538 +386	+5%	+$30.6K	0.13%	64
2020 Q2	$527K	Buy	+7,152	New	+$499K	0.13%	63
2017 Q3	–	Sell	-43,576	Closed	-$2.85M	–	106
2017 Q2	$2.85M	Buy	43,576 +3,678	+9%	+$239K	0.93%	29
2017 Q1	$2.52M	Buy	39,898 +2,689	+7%	+$166K	0.86%	28
2016 Q4	$2.2M	Buy	+37,209	New	+$2.18M	0.8%	25

Other funds holding ACWI

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank

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

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

Bank of America

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

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

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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