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

FDx 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
2023 Q2	–	Sell	-14,640	Closed	-$1.24M	–	747
2023 Q1	$1.24M	Hold	14,640	–	–	0.05%	257
2022 Q4	$1.24M	Buy	+14,640	New	+$1.23M	0.05%	257
2018 Q2	–	Sell	-22,713	Closed	-$1.63M	–	851
2018 Q1	$1.63M	Buy	22,713 +8,766	+63%	+$646K	0.05%	347
2017 Q4	$1M	Buy	13,947 +786	+6%	+$55.6K	0.03%	545
2017 Q3	$906K	Sell	13,161 -264	-2%	-$17.8K	0.02%	559
2017 Q2	$879K	Buy	13,425 +794	+6%	+$51.5K	0.03%	558
2017 Q1	$799K	Sell	12,631 -19,393	-61%	-$1.2M	0.02%	604
2016 Q4	$1.9M	Buy	32,024 +25,887	+422%	+$1.52M	0.05%	296
2016 Q3	$363K	Buy	6,137 +19	+0.3%	+$1.11K	0.02%	718
2016 Q2	$344K	Buy	+6,118	New	+$345K	0.02%	714

Other funds holding ACWI

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

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

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

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

FDx Advisors's ACWI Position: Q2 2023 in Review

FDx Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2023, closing a stake of 14,640 shares — an estimated $1.24M sold.

FDx Advisors first reported a position in ACWI in Q2 2016 and held it in 10 quarters. The position peaked at $1.9M in Q4 2016. 599 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

FDx Advisors reported no remaining iShares MSCI ACWI ETF position as of Q2 2023 after selling out during the quarter.
FDx Advisors sold 14,640 iShares MSCI ACWI ETF shares in Q2 2023, an estimated $1.24M.
FDx Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2016 and held it in 10 quarters.
FDx Advisors's iShares MSCI ACWI ETF position peaked at $1.9M in Q4 2016.
599 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.