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Caliber Wealth Management (Utah)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Caliber Wealth Management (Utah)’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
2021
Q2 		– Sell
-2,967
Closed -$282K – 74
2021
Q1 		$282K Hold
2,967
– – 0.2% 68
2020
Q4 		$269K Buy
+2,967
New +$253K 0.26% 64

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BNP Paribas Financial Markets
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Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caliber Wealth Management (Utah)'s ACWI Position: Q2 2021 in Review

Caliber Wealth Management (Utah) sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2021, closing a stake of 2,967 shares — an estimated $282K sold.

Caliber Wealth Management (Utah) first reported a position in ACWI in Q4 2020 and held it in 2 quarters. The position peaked at $282K in Q1 2021. 517 funds tracked by Wall St. Rank hold ACWI as of Q2 2021.

  • Caliber Wealth Management (Utah) reported no remaining iShares MSCI ACWI ETF position as of Q2 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 2,967 iShares MSCI ACWI ETF shares in Q2 2021, an estimated $282K.
  • Caliber Wealth Management (Utah) first reported a position in iShares MSCI ACWI ETF in Q4 2020 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s iShares MSCI ACWI ETF position peaked at $282K in Q1 2021.
  • 517 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2021, filed 22 Jul 2021.