Bridgeworth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bridgeworth’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 Q2	–	Sell	-2,102	Closed	-$210K	–	144
2022 Q1	$210K	Hold	2,102	–	–	0.05%	138
2021 Q4	$222K	Hold	2,102	–	–	0.05%	145
2021 Q3	$210K	Hold	2,102	–	–	0.06%	129
2021 Q2	$213K	Hold	2,102	–	–	0.06%	122
2021 Q1	$200K	Buy	+2,102	New	+$197K	0.06%	124
2018 Q3	–	Sell	-2,010	Closed	-$142K	–	138
2018 Q2	$142K	Buy	+2,010	New	+$146K	0.06%	172

Other funds holding ACWI

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MCM

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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 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

Bridgeworth's ACWI Position: Q2 2022 in Review

Bridgeworth sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2022, closing a stake of 2,102 shares — an estimated $210K sold.

Bridgeworth first reported a position in ACWI in Q2 2018 and held it in 6 quarters. The position peaked at $222K in Q4 2021. 562 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

Bridgeworth reported no remaining iShares MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
Bridgeworth sold 2,102 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $210K.
Bridgeworth first reported a position in iShares MSCI ACWI ETF in Q2 2018 and held it in 6 quarters.
Bridgeworth's iShares MSCI ACWI ETF position peaked at $222K in Q4 2021.
562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on Bridgeworth's 13F filing for Q2 2022, filed 10 Aug 2022.