Capital Asset Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Capital Asset Advisory Services’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 Q4	–	Sell	-31	Closed	-$2K	–	367
2022 Q3	$2K	Hold	31	–	–	﹤0.01%	431
2022 Q2	$3K	Hold	31	–	–	﹤0.01%	524
2022 Q1	$3K	Hold	31	–	–	﹤0.01%	526
2021 Q4	$3K	Hold	31	–	–	﹤0.01%	556
2021 Q3	$3K	Hold	31	–	–	﹤0.01%	657
2021 Q2	$3K	Sell	31 -6	-16%	-$598	﹤0.01%	679
2021 Q1	$4K	Buy	37 +6	+19%	+$564	﹤0.01%	638
2020 Q4	$3K	Buy	+31	New	+$2.65K	﹤0.01%	1355

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return