Doliver Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Doliver Advisors’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	-9,722	Closed	-$757K	–	151
2022 Q3	$757K	Buy	+9,722	New	+$840K	0.28%	61
2021 Q4	–	Sell	-2,430	Closed	-$243K	–	157
2021 Q3	$243K	Buy	+2,430	New	+$249K	0.08%	144

Other funds holding ACWI

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

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Doliver Advisors's ACWI Position: Q4 2022 in Review

Doliver Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2022, closing a stake of 9,722 shares — an estimated $757K sold.

Doliver Advisors first reported a position in ACWI in Q3 2021 and held it in 2 quarters. The position peaked at $757K in Q3 2022. 604 funds tracked by Wall St. Rank hold ACWI as of Q4 2022.

Doliver Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
Doliver Advisors sold 9,722 iShares MSCI ACWI ETF shares in Q4 2022, an estimated $757K.
Doliver Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2021 and held it in 2 quarters.
Doliver Advisors's iShares MSCI ACWI ETF position peaked at $757K in Q3 2022.
604 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2022.

Based on Doliver Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.