DB Wealth Management Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

DB Wealth Management Group’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 Q2	–	Sell	-435	Closed	-$43K	–	292
2022 Q1	$43K	Sell	435 -109	-20%	-$10.9K	0.03%	179
2021 Q4	$58K	Sell	544 -583	-52%	-$60.9K	0.03%	154
2021 Q3	$113K	Hold	1,127	–	–	0.07%	111
2021 Q2	$114K	Hold	1,127	–	–	0.07%	108
2021 Q1	$107K	Buy	1,127 +8	+0.7%	+$752	0.07%	109
2020 Q4	$102K	Buy	+1,119	New	+$95.6K	0.08%	110

Other funds holding ACWI

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

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

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

DB Wealth Management Group's ACWI Position: Q2 2022 in Review

DB Wealth Management Group sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2022, closing a stake of 435 shares — an estimated $43K sold.

DB Wealth Management Group first reported a position in ACWI in Q4 2020 and held it in 6 quarters. The position peaked at $114K in Q2 2021. 562 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

DB Wealth Management Group reported no remaining iShares MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
DB Wealth Management Group sold 435 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $43K.
DB Wealth Management Group first reported a position in iShares MSCI ACWI ETF in Q4 2020 and held it in 6 quarters.
DB Wealth Management Group's iShares MSCI ACWI ETF position peaked at $114K in Q2 2021.
562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on DB Wealth Management Group's 13F filing for Q2 2022, filed 11 Aug 2022.