HWMA
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Heritage Wealth Management (Arizona)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$272K Sell
2,420
-43
-2% -$4.73K 0.15% 128
2024
Q1 		$271K Hold
2,463
– – 0.14% 135
2023
Q4 		$251K Buy
+2,463
New +$236K 0.14% 135
2022
Q4 		$1.81M Buy
21,366
+10,102
+90% +$850K 0.26% 64
2022
Q3 		$877K Sell
11,264
-2,013
-15% -$174K 0.28% 62
2022
Q2 		$1.11M Sell
13,277
-1,077
-8% -$98K 0.37% 49
2022
Q1 		$1.43M Buy
+14,354
New +$1.43M 0.39% 52
2021
Q3 		$1.46M Sell
14,615
-1,473
-9% -$151K 0.52% 40
2021
Q2 		$1.63M Sell
16,088
-3,029
-16% -$302K 0.62% 29
2021
Q1 		$1.82M Buy
+19,117
New +$1.8M 1.02% 18

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return