CCG Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

CCG Wealth Management’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 Q3	–	Sell	-4,455	Closed	-$374K	–	96
2022 Q2	$374K	Sell	4,455 -625	-12%	-$56.9K	0.21%	54
2022 Q1	$507K	Buy	+5,080	New	+$506K	0.25%	50

Other funds holding ACWI

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

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

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

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

Citigroup New York $303B AUM 53.02% 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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

CPCM

Cornerstone Partners Capital Management Charlottesville, Virginia $34.4M AUM 26.36% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

CCG Wealth Management's ACWI Position: Q3 2022 in Review

CCG Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2022, closing a stake of 4,455 shares — an estimated $374K sold.

CCG Wealth Management first reported a position in ACWI in Q1 2022 and held it in 2 quarters. The position peaked at $507K in Q1 2022. 549 funds tracked by Wall St. Rank hold ACWI as of Q3 2022.

CCG Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2022 after selling out during the quarter.
CCG Wealth Management sold 4,455 iShares MSCI ACWI ETF shares in Q3 2022, an estimated $374K.
CCG Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2022 and held it in 2 quarters.
CCG Wealth Management's iShares MSCI ACWI ETF position peaked at $507K in Q1 2022.
549 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2022.

Based on CCG Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.