Clear Perspectives Financial Planning’s iShares MSCI ACWI ETF ACWI Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$209K	Buy	2,288 +1,153	+102%	+$103K	0.12%	39
2022 Q4	$96.3K	Hold	1,135	–	–	0.05%	59
2022 Q3	$88K	Sell	1,135 -25	-2%	-$2.16K	0.04%	64
2022 Q2	$97K	Sell	1,160 -530	-31%	-$48.2K	0.04%	66
2022 Q1	$169K	Sell	1,690 -110	-6%	-$11K	0.06%	55
2021 Q4	$190K	Hold	1,800	–	–	0.08%	58
2021 Q3	$180K	Sell	1,800 -1,000	-36%	-$103K	0.08%	60
2021 Q2	$283K	Hold	2,800	–	–	0.14%	54
2021 Q1	$266K	Sell	2,800 -300	-10%	-$28.2K	0.15%	50
2020 Q4	$281K	Buy	+3,100	New	+$265K	0.18%	46

Other funds holding ACWI

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

MCM

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Clear Perspectives Financial Planning's ACWI Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its iShares MSCI ACWI ETF (ACWI) stake by 102% in Q1 2023, buying an estimated $103K and bringing the position to 2,288 shares worth $209K. The position accounts for 0.12% of the portfolio, ranked #39.

Clear Perspectives Financial Planning first reported a position in ACWI in Q4 2020 and has held it in 10 quarters since. The position peaked at $283K in Q2 2021. 593 funds tracked by Wall St. Rank hold ACWI as of Q1 2023.

Clear Perspectives Financial Planning held 2,288 shares of iShares MSCI ACWI ETF worth $209K as of Q1 2023.
Clear Perspectives Financial Planning bought 1,153 iShares MSCI ACWI ETF shares in Q1 2023, an estimated $103K.
iShares MSCI ACWI ETF made up 0.12% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #39 holding.
Clear Perspectives Financial Planning first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares MSCI ACWI ETF position peaked at $283K in Q2 2021.
593 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.