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Heritage Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-53
Closed -$4K – 66
2022
Q2 		$4K Buy
+53
New +$4.82K ﹤0.01% 357

Other funds holding ACWI

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CPCM
Cornerstone Partners Capital Management Charlottesville, Virginia $34.4M AUM 26.36% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Heritage Financial Services's ACWI Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2022, closing a stake of 53 shares — an estimated $4K sold.

Heritage Financial Services first reported a position in ACWI in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 549 funds tracked by Wall St. Rank hold ACWI as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares MSCI ACWI ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 53 iShares MSCI ACWI ETF shares in Q3 2022, an estimated $4K.
  • Heritage Financial Services first reported a position in iShares MSCI ACWI ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares MSCI ACWI ETF position peaked at $4K in Q2 2022.
  • 549 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.