Flagship Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Flagship Private Wealth’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 Q3	–	Sell	-76	Closed	-$7.8K	–	76
2021 Q2	$7.8K	Hold	76	–	–	0.01%	249
2021 Q1	$7.41K	Hold	76	–	–	0.01%	231
2020 Q4	$6.96K	Buy	+76	New	+$6.49K	0.01%	249

Other funds holding ACWI

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Flagship Private Wealth's ACWI Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2021, closing a stake of 76 shares — an estimated $7.8K sold.

Flagship Private Wealth first reported a position in ACWI in Q4 2020 and held it in 3 quarters. The position peaked at $7.8K in Q2 2021. 509 funds tracked by Wall St. Rank hold ACWI as of Q3 2021.

Flagship Private Wealth reported no remaining iShares MSCI ACWI ETF position as of Q3 2021 after selling out during the quarter.
Flagship Private Wealth sold 76 iShares MSCI ACWI ETF shares in Q3 2021, an estimated $7.8K.
Flagship Private Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2020 and held it in 3 quarters.
Flagship Private Wealth's iShares MSCI ACWI ETF position peaked at $7.8K in Q2 2021.
509 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.