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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Toronto Dominion Bank
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Barber Financial Group's ACWI Position: Q1 2023 in Review

Barber Financial Group increased its iShares MSCI ACWI ETF (ACWI) stake by 0.04% in Q1 2023, buying an estimated $89 and bringing the position to 2,594 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #129.

Barber Financial Group first reported a position in ACWI in Q4 2016 and has held it in 15 quarters since. The position peaked at $2.85M in Q2 2017. 594 funds tracked by Wall St. Rank hold ACWI as of Q1 2023.

  • Barber Financial Group held 2,594 shares of iShares MSCI ACWI ETF worth $237K as of Q1 2023.
  • Barber Financial Group bought 1 iShares MSCI ACWI ETF share in Q1 2023, an estimated $89.
  • iShares MSCI ACWI ETF made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #129 holding.
  • Barber Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2016 and has held it in 15 quarters since.
  • Barber Financial Group's iShares MSCI ACWI ETF position peaked at $2.85M in Q2 2017.
  • 594 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.