HWA
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HHM Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

HHM Wealth Advisors’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
2023
Q4 		– Sell
-46
Closed -$4.25K – 745
2023
Q3 		$4.25K Buy
+46
New +$4.41K ﹤0.01% 651

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

HHM Wealth Advisors's ACWI Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2023, closing a stake of 46 shares — an estimated $4.25K sold.

HHM Wealth Advisors first reported a position in ACWI in Q3 2023 and held it in 1 quarter. The position peaked at $4.25K in Q3 2023. 685 funds tracked by Wall St. Rank hold ACWI as of Q4 2023.

  • HHM Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 46 iShares MSCI ACWI ETF shares in Q4 2023, an estimated $4.25K.
  • HHM Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2023 and held it in 1 quarter.
  • HHM Wealth Advisors's iShares MSCI ACWI ETF position peaked at $4.25K in Q3 2023.
  • 685 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.