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

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

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

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

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Bridge Advisory's ACWI Position: Q4 2023 in Review

Bridge Advisory sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2023, closing a stake of 2,704 shares — an estimated $250K sold.

Bridge Advisory first reported a position in ACWI in Q4 2021 and held it in 6 quarters. The position peaked at $677K in Q1 2022. 685 funds tracked by Wall St. Rank hold ACWI as of Q4 2023.

Bridge Advisory reported no remaining iShares MSCI ACWI ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 2,704 iShares MSCI ACWI ETF shares in Q4 2023, an estimated $250K.
Bridge Advisory first reported a position in iShares MSCI ACWI ETF in Q4 2021 and held it in 6 quarters.
Bridge Advisory's iShares MSCI ACWI ETF position peaked at $677K in Q1 2022.
685 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.