ForthRight Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

ForthRight Wealth Management’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	-2,035	Closed	-$203K	–	45
2022 Q1	$203K	Sell	2,035 -250	-11%	-$24.9K	0.1%	44
2021 Q4	$242K	Sell	2,285 -525	-19%	-$54.9K	0.13%	38
2021 Q3	$281K	Buy	2,810 +50	+2%	+$5.13K	0.17%	34
2021 Q2	$279K	Hold	2,760	–	–	0.18%	30
2021 Q1	$263K	Hold	2,760	–	–	0.18%	29
2020 Q4	$250K	Buy	+2,760	New	+$236K	0.2%	25

Other funds holding ACWI

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

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MCM

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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

ForthRight Wealth Management's ACWI Position: Q2 2022 in Review

ForthRight Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2022, closing a stake of 2,035 shares — an estimated $203K sold.

ForthRight Wealth Management first reported a position in ACWI in Q4 2020 and held it in 6 quarters. The position peaked at $281K in Q3 2021. 562 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

ForthRight Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
ForthRight Wealth Management sold 2,035 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $203K.
ForthRight Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2020 and held it in 6 quarters.
ForthRight Wealth Management's iShares MSCI ACWI ETF position peaked at $281K in Q3 2021.
562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on ForthRight Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.