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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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. 684 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.
  • 684 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.