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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Horst & Graben Wealth Management's ACWI Position: Q2 2022 in Review

Horst & Graben Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2022, closing a stake of 2,586 shares — an estimated $258K sold.

Horst & Graben Wealth Management first reported a position in ACWI in Q1 2020 and held it in 9 quarters. The position peaked at $6.33M in Q1 2020. 562 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

Horst & Graben Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
Horst & Graben Wealth Management sold 2,586 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $258K.
Horst & Graben Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2020 and held it in 9 quarters.
Horst & Graben Wealth Management's iShares MSCI ACWI ETF position peaked at $6.33M in Q1 2020.
562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.