FPOC
ACWI icon

Financial Planners of Cleveland’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Planners of Cleveland’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
-35,602
Closed -$3.55M – 2
2022
Q1 		$3.55M Buy
35,602
+33,202
+1,383% +$3.31M 1.49% 15
2021
Q4 		$251K Buy
+2,400
New +$251K 0.1% 74

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Financial Planners of Cleveland's ACWI Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2022, closing a stake of 35,602 shares — an estimated $3.55M sold.

Financial Planners of Cleveland first reported a position in ACWI in Q4 2021 and held it in 2 quarters. The position peaked at $3.55M in Q1 2022. 562 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining iShares MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 35,602 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $3.55M.
  • Financial Planners of Cleveland first reported a position in iShares MSCI ACWI ETF in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's iShares MSCI ACWI ETF position peaked at $3.55M in Q1 2022.
  • 562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.