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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

Hefty Wealth Partners's ACWI Position: Q1 2018 in Review

Hefty Wealth Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.6% in Q1 2018, selling an estimated $2.28K and leaving 1,919 shares worth $138K. The position accounts for 0.09% of the portfolio, ranked #96.

Hefty Wealth Partners first reported a position in ACWI in Q4 2015 and has held it in 10 quarters since. The position peaked at $177K in Q1 2016. 320 funds tracked by Wall St. Rank hold ACWI as of Q1 2018.

Hefty Wealth Partners held 1,919 shares of iShares MSCI ACWI ETF worth $138K as of Q1 2018.
Hefty Wealth Partners sold 31 iShares MSCI ACWI ETF shares in Q1 2018, an estimated $2.28K.
iShares MSCI ACWI ETF made up 0.09% of Hefty Wealth Partners's portfolio in Q1 2018, its #96 holding.
Hefty Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's iShares MSCI ACWI ETF position peaked at $177K in Q1 2016.
320 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.