HWP
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Hefty Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$138K Sell
1,919
-31
-2% -$2.28K 0.09% 96
2017
Q4 		$141K Sell
1,950
-78
-4% -$5.52K 0.09% 93
2017
Q3 		$140K Sell
2,028
-5
-0.2% -$336 0.09% 86
2017
Q2 		$133K Sell
2,033
-36
-2% -$2.34K 0.09% 86
2017
Q1 		$130K Sell
2,069
-98
-5% -$6.07K 0.09% 89
2016
Q4 		$128K Sell
2,167
-39
-2% -$2.29K 0.11% 78
2016
Q3 		$130K Sell
2,206
-391
-15% -$22.8K 0.1% 90
2016
Q2 		$146K Sell
2,597
-578
-18% -$32.6K 0.12% 87
2016
Q1 		$177K Buy
3,175
+28
+0.9% +$1.49K 0.17% 84
2015
Q4 		$175K Buy
+3,147
New +$180K 0.17% 90

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return