Glovista Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

Glovista Investments’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	-2,259	Closed	-$206K	–	37
2023 Q1	$206K	Sell	2,259 -70,644	-97%	-$6.3M	0.13%	38
2022 Q4	$6.19M	Buy	+72,903	New	+$6.14M	3.08%	11
2022 Q1	–	Sell	-7,203	Closed	-$762K	–	55
2021 Q4	$762K	Sell	7,203 -1,000	-12%	-$104K	0.21%	54
2021 Q3	$821K	Buy	+8,203	New	+$842K	0.24%	44
2020 Q1	–	Sell	-6,142	Closed	-$487K	–	85
2019 Q4	$487K	Buy	+6,142	New	+$470K	0.16%	68
2019 Q3	–	Sell	-80,161	Closed	-$5.91M	–	87
2019 Q2	$5.91M	Buy	+80,161	New	+$5.85M	1.92%	17

Other funds holding ACWI

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

MCM

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Glovista Investments's ACWI Position: Q2 2023 in Review

Glovista Investments sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2023, closing a stake of 2,259 shares — an estimated $206K sold.

Glovista Investments first reported a position in ACWI in Q2 2019 and held it in 6 quarters. The position peaked at $6.19M in Q4 2022. 600 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

Glovista Investments reported no remaining iShares MSCI ACWI ETF position as of Q2 2023 after selling out during the quarter.
Glovista Investments sold 2,259 iShares MSCI ACWI ETF shares in Q2 2023, an estimated $206K.
Glovista Investments first reported a position in iShares MSCI ACWI ETF in Q2 2019 and held it in 6 quarters.
Glovista Investments's iShares MSCI ACWI ETF position peaked at $6.19M in Q4 2022.
600 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on Glovista Investments's 13F filing for Q2 2023, filed 16 Aug 2023.