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Bridge Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bridge Advisory’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
Q4 		– Sell
-2,704
Closed -$250K – 108
2023
Q3 		$250K Hold
2,704
– – 0.09% 130
2023
Q2 		$259K Buy
+2,704
New +$251K 0.1% 115
2022
Q4 		– Sell
-3,125
Closed -$243K – 127
2022
Q3 		$243K Sell
3,125
-898
-22% -$77.6K 0.12% 100
2022
Q2 		$337K Sell
4,023
-2,760
-41% -$251K 0.16% 84
2022
Q1 		$677K Buy
6,783
+3,010
+80% +$300K 0.3% 56
2021
Q4 		$399K Buy
+3,773
New +$394K 0.18% 75

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CWM
CIBC World Markets New York $19.9B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return