Beaumont Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beaumont Financial 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
2021 Q3	–	Sell	-2,489	Closed	-$252K	–	355
2021 Q2	$252K	Buy	+2,489	New	+$248K	0.02%	322
2019 Q3	–	Sell	-4,135	Closed	-$305K	–	273
2019 Q2	$305K	Buy	+4,135	New	+$302K	0.03%	194
2018 Q1	–	Sell	-2,800	Closed	-$202K	–	207
2017 Q4	$202K	Sell	2,800 -46,305	-94%	-$3.28M	0.02%	184
2017 Q3	$3.38M	Buy	49,105 +43,167	+727%	+$2.9M	0.42%	59
2017 Q2	$389K	Sell	5,938 -60	-1%	-$3.89K	0.05%	131
2017 Q1	$379K	Buy	5,998 +542	+10%	+$33.6K	0.05%	136
2016 Q4	$323K	Sell	5,456 -1,527	-22%	-$89.6K	0.05%	119
2016 Q3	$412K	Buy	6,983 +38	+0.5%	+$2.22K	0.07%	109
2016 Q2	$391K	Buy	+6,945	New	+$392K	0.06%	103
2016 Q1	–	Sell	-7,157	Closed	-$399K	–	129
2015 Q4	$399K	Buy	+7,157	New	+$409K	0.07%	84

Other funds holding ACWI

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return

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

Granger Management New York $323M AUM 22.35% 1-Year Est. Return

Beaumont Financial Advisors's ACWI Position: Q3 2021 in Review

Beaumont Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2021, closing a stake of 2,489 shares — an estimated $252K sold.

Beaumont Financial Advisors first reported a position in ACWI in Q4 2015 and held it in 10 quarters. The position peaked at $3.38M in Q3 2017. 510 funds tracked by Wall St. Rank hold ACWI as of Q3 2021.

Beaumont Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 2,489 iShares MSCI ACWI ETF shares in Q3 2021, an estimated $252K.
Beaumont Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2015 and held it in 10 quarters.
Beaumont Financial Advisors's iShares MSCI ACWI ETF position peaked at $3.38M in Q3 2017.
510 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2021.

Based on Beaumont Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.