BerganKDV Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

BerganKDV Wealth Management’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	$288	Hold	3	–	–	﹤0.01%	837
2023 Q1	$274	Hold	3	–	–	﹤0.01%	1022
2022 Q4	$255	Hold	3	–	–	﹤0.01%	1003
2022 Q3	$0	Hold	3	–	–	﹤0.01%	957
2022 Q2	$0	Hold	3	–	–	﹤0.01%	964
2022 Q1	$0	Hold	3	–	–	﹤0.01%	989
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1046
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1029
2021 Q2	$0	Sell	3 -40	-93%	-$3.99K	﹤0.01%	977
2021 Q1	$4K	Hold	43	–	–	﹤0.01%	679
2020 Q4	$4K	Buy	+43	New	+$3.67K	﹤0.01%	676
2020 Q1	–	Sell	-143	Closed	-$11K	–	918
2019 Q4	$11K	Hold	143	–	–	﹤0.01%	514
2019 Q3	$11K	Hold	143	–	–	﹤0.01%	490
2019 Q2	$11K	Hold	143	–	–	﹤0.01%	502
2019 Q1	$10K	Hold	143	–	–	﹤0.01%	527
2018 Q4	$9K	Hold	143	–	–	﹤0.01%	489
2018 Q3	$11K	Hold	143	–	–	﹤0.01%	469
2018 Q2	$10K	Buy	+143	New	+$10.4K	﹤0.01%	497

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

BerganKDV Wealth Management's ACWI Position: Q2 2023 in Review

BerganKDV Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2023 at 3 shares worth $288. The position accounts for ﹤0.01% of the portfolio, ranked #837.

BerganKDV Wealth Management first reported a position in ACWI in Q2 2018 and has held it in 18 quarters since. The position peaked at $11K in Q4 2019. 599 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

BerganKDV Wealth Management held 3 shares of iShares MSCI ACWI ETF worth $288 as of Q2 2023.
BerganKDV Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2023.
iShares MSCI ACWI ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #837 holding.
BerganKDV Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2018 and has held it in 18 quarters since.
BerganKDV Wealth Management's iShares MSCI ACWI ETF position peaked at $11K in Q4 2019.
599 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.