Bradley & Co Private Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bradley & Co Private 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
2022 Q1	–	Sell	-331	Closed	-$35K	–	150
2021 Q4	$35K	Hold	331	–	–	0.03%	100
2021 Q3	$33K	Hold	331	–	–	0.03%	103
2021 Q2	$33K	Hold	331	–	–	0.03%	108
2021 Q1	$31K	Buy	+331	New	+$31.1K	0.03%	112

Other funds holding ACWI

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

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

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

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

Bradley & Co Private Wealth Management's ACWI Position: Q1 2022 in Review

Bradley & Co Private Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2022, closing a stake of 331 shares — an estimated $35K sold.

Bradley & Co Private Wealth Management first reported a position in ACWI in Q1 2021 and held it in 4 quarters. The position peaked at $35K in Q4 2021. 566 funds tracked by Wall St. Rank hold ACWI as of Q1 2022.

Bradley & Co Private Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 331 iShares MSCI ACWI ETF shares in Q1 2022, an estimated $35K.
Bradley & Co Private Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2021 and held it in 4 quarters.
Bradley & Co Private Wealth Management's iShares MSCI ACWI ETF position peaked at $35K in Q4 2021.
566 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.