Dixon Hubard Feinour & Brown’s iShares MSCI ACWI ETF ACWI Stock Holding History

Dixon Hubard Feinour & Brown’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	-2,050	Closed	-$205K	–	280
2022 Q1	$205K	Hold	2,050	–	–	0.02%	292
2021 Q4	$217K	Buy	+2,050	New	+$214K	0.02%	286

Other funds holding ACWI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 $4.46B AUM 22.86% 1-Year Est. Return

Dixon Hubard Feinour & Brown's ACWI Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2022, closing a stake of 2,050 shares — an estimated $205K sold.

Dixon Hubard Feinour & Brown first reported a position in ACWI in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 562 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

Dixon Hubard Feinour & Brown reported no remaining iShares MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
Dixon Hubard Feinour & Brown sold 2,050 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $205K.
Dixon Hubard Feinour & Brown first reported a position in iShares MSCI ACWI ETF in Q4 2021 and held it in 2 quarters.
Dixon Hubard Feinour & Brown's iShares MSCI ACWI ETF position peaked at $217K in Q4 2021.
562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.