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Camarda Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Camarda Financial Advisors’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
Q3 		– Sell
-21,591
Closed -$2.07M – 64
2023
Q2 		$2.07M Buy
+21,591
New +$2M 1.03% 23
2013
Q3 		– Sell
-475
Closed -$24K – 100
2013
Q2 		$24K Buy
+475
New +$24.6K 0.02% 128

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Camarda Financial Advisors's ACWI Position: Q3 2023 in Review

Camarda Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2023, closing a stake of 21,591 shares — an estimated $2.07M sold.

Camarda Financial Advisors first reported a position in ACWI in Q2 2013 and held it in 2 quarters. The position peaked at $2.07M in Q2 2023. 603 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

  • Camarda Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q3 2023 after selling out during the quarter.
  • Camarda Financial Advisors sold 21,591 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $2.07M.
  • Camarda Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2013 and held it in 2 quarters.
  • Camarda Financial Advisors's iShares MSCI ACWI ETF position peaked at $2.07M in Q2 2023.
  • 603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on Camarda Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.