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Fiduciary Planning’s iShares MSCI ACWI ETF ACWI Stock Holding History

Fiduciary 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
2021
Q4 		– Sell
-2,030
Closed -$203K – 49
2021
Q3 		$203K Hold
2,030
– – 0.11% 65
2021
Q2 		$205K Buy
2,030
+15
+0.7% +$1.5K 0.18% 61
2021
Q1 		$192K Hold
2,015
– – 0.29% 41
2020
Q4 		$183K Buy
2,015
+15
+0.8% +$1.28K 0.26% 51
2020
Q3 		$160K Buy
+2,000
New +$158K 0.26% 48

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CA
Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Fiduciary Planning's ACWI Position: Q4 2021 in Review

Fiduciary Planning sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2021, closing a stake of 2,030 shares — an estimated $203K sold.

Fiduciary Planning first reported a position in ACWI in Q3 2020 and held it in 5 quarters. The position peaked at $205K in Q2 2021. 560 funds tracked by Wall St. Rank hold ACWI as of Q4 2021.

  • Fiduciary Planning reported no remaining iShares MSCI ACWI ETF position as of Q4 2021 after selling out during the quarter.
  • Fiduciary Planning sold 2,030 iShares MSCI ACWI ETF shares in Q4 2021, an estimated $203K.
  • Fiduciary Planning first reported a position in iShares MSCI ACWI ETF in Q3 2020 and held it in 5 quarters.
  • Fiduciary Planning's iShares MSCI ACWI ETF position peaked at $205K in Q2 2021.
  • 560 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.