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Guidance Point Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Guidance Point Advisors’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
-556
Closed -$55K – 93
2021
Q3 		$55K Buy
+556
New +$57.1K 0.02% 143

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CA
Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Guidance Point Advisors's ACWI Position: Q4 2021 in Review

Guidance Point Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2021, closing a stake of 556 shares — an estimated $55K sold.

Guidance Point Advisors first reported a position in ACWI in Q3 2021 and held it in 1 quarter. The position peaked at $55K in Q3 2021. 562 funds tracked by Wall St. Rank hold ACWI as of Q4 2021.

  • Guidance Point Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 556 iShares MSCI ACWI ETF shares in Q4 2021, an estimated $55K.
  • Guidance Point Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's iShares MSCI ACWI ETF position peaked at $55K in Q3 2021.
  • 562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.