HGWM
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Horst & Graben Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Horst & Graben Wealth Management’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
Q2 		– Sell
-2,586
Closed -$258K – 132
2022
Q1 		$258K Sell
2,586
-30
-1% -$2.99K 0.06% 117
2021
Q4 		$277K Sell
2,616
-38
-1% -$3.97K 0.07% 112
2021
Q3 		$265K Sell
2,654
-2
-0.1% -$205 0.07% 110
2021
Q2 		$269K Buy
2,656
+7
+0.3% +$698 0.08% 107
2021
Q1 		$252K Sell
2,649
-16
-0.6% -$1.5K 0.08% 112
2020
Q4 		$242K Sell
2,665
-362
-12% -$30.9K 0.08% 99
2020
Q3 		$242K Sell
3,027
-568
-16% -$45K 0.09% 100
2020
Q2 		$265K Sell
3,595
-97,593
-96% -$6.81M 0.12% 83
2020
Q1 		$6.33M Buy
+101,188
New +$7.5M 3.33% 7

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return