BDO Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

BDO 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
2023 Q2	$1.03M	Buy	10,778 +391	+4%	+$36.3K	0.12%	129
2023 Q1	$947K	Sell	10,387 -14	-0.1%	-$1.25K	0.12%	128
2022 Q4	$883K	Buy	10,401 +77	+0.7%	+$6.48K	0.11%	137
2022 Q3	$803K	Sell	10,324 -14	-0.1%	-$1.21K	0.11%	139
2022 Q2	$867K	Buy	10,338 +91	+0.9%	+$8.28K	0.11%	133
2022 Q1	$1.02M	Sell	10,247 -442	-4%	-$44K	0.11%	133
2021 Q4	$1.13M	Buy	10,689 +495	+5%	+$51.7K	0.12%	128
2021 Q3	$1.02M	Buy	10,194 +2,170	+27%	+$223K	0.11%	131
2021 Q2	$812K	Buy	8,024 +13	+0.2%	+$1.29K	0.09%	152
2021 Q1	$762K	Buy	8,011 +4,328	+118%	+$407K	0.09%	154
2020 Q4	$334K	Buy	3,683 +2,520	+217%	+$215K	0.05%	181
2020 Q3	$93K	Sell	1,163 -2,521	-68%	-$200K	0.02%	274
2020 Q2	$272K	Sell	3,684 -1,281	-26%	-$89.4K	0.05%	186
2020 Q1	$311K	Buy	+4,965	New	+$368K	0.06%	156
2019 Q4	–	Sell	-2	Closed	–	–	577
2019 Q3	$0	Hold	2	–	–	﹤0.01%	617
2019 Q2	$0	Hold	2	–	–	﹤0.01%	607
2019 Q1	$0	Hold	2	–	–	﹤0.01%	608
2018 Q4	$0	Hold	2	–	–	﹤0.01%	540
2018 Q3	$0	Sell	2 -581	-100%	-$42.5K	﹤0.01%	617
2018 Q2	$41K	Sell	583 -34	-6%	-$2.47K	0.01%	318
2018 Q1	$44K	Buy	+617	New	+$45.4K	0.02%	260
2017 Q3	–	Sell	-531	Closed	-$35K	–	438
2017 Q2	$35K	Buy	+531	New	+$34.5K	0.02%	257

Other funds holding ACWI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCM

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

BDO Wealth Advisors's ACWI Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 3.8% in Q2 2023, buying an estimated $36.3K and bringing the position to 10,778 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #129.

BDO Wealth Advisors first reported a position in ACWI in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.13M in Q4 2021. 599 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

BDO Wealth Advisors held 10,778 shares of iShares MSCI ACWI ETF worth $1.03M as of Q2 2023.
BDO Wealth Advisors bought 391 iShares MSCI ACWI ETF shares in Q2 2023, an estimated $36.3K.
iShares MSCI ACWI ETF made up 0.12% of BDO Wealth Advisors's portfolio in Q2 2023, its #129 holding.
BDO Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2017 and has held it in 22 quarters since.
BDO Wealth Advisors's iShares MSCI ACWI ETF position peaked at $1.13M in Q4 2021.
599 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.