HBW Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-3,094
Closed -$282K – 290
2023
Q1
$282K Buy
3,094
+68
+2% +$6.07K 0.07% 208
2022
Q4
$257K Buy
+3,026
New +$255K 0.07% 216

Other funds holding ACWI

HBW Advisory Services's ACWI Position: Q2 2023 in Review

HBW Advisory Services sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2023, closing a stake of 3,094 shares — an estimated $282K sold.

HBW Advisory Services first reported a position in ACWI in Q4 2022 and held it in 2 quarters. The position peaked at $282K in Q1 2023. 599 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

  • HBW Advisory Services reported no remaining iShares MSCI ACWI ETF position as of Q2 2023 after selling out during the quarter.
  • HBW Advisory Services sold 3,094 iShares MSCI ACWI ETF shares in Q2 2023, an estimated $282K.
  • HBW Advisory Services first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 2 quarters.
  • HBW Advisory Services's iShares MSCI ACWI ETF position peaked at $282K in Q1 2023.
  • 599 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on HBW Advisory Services's 13F filing for Q2 2023, filed 6 Jul 2023.