HYA Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

HYA 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
2022 Q2	$1.67M	Sell	19,850 -963	-5%	-$87.6K	0.65%	39
2022 Q1	$2.08M	Buy	20,813 +1	+0%	+$100	0.72%	33
2021 Q4	$2.2M	Sell	20,812 -317	-2%	-$33.1K	0.79%	31
2021 Q3	$2.13M	Buy	21,129 +535	+3%	+$54.9K	0.86%	28
2021 Q2	$2.08M	Buy	20,594 +1,349	+7%	+$134K	0.87%	28
2021 Q1	$1.83M	Buy	19,245 +2,396	+14%	+$225K	0.86%	28
2020 Q4	$1.53M	Buy	16,849 +1,915	+13%	+$164K	0.81%	28
2020 Q3	$1.19M	Buy	14,934 +1,137	+8%	+$90K	0.72%	31
2020 Q2	$1.02M	Buy	13,797 +77	+0.6%	+$5.37K	0.67%	33
2020 Q1	$858K	Buy	13,720 +1,870	+16%	+$139K	0.71%	31
2019 Q4	$939K	Buy	+11,850	New	+$906K	0.6%	31

Other funds holding ACWI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

HYA Advisors's ACWI Position: Q2 2022 in Review

HYA Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 4.6% in Q2 2022, selling an estimated $87.6K and leaving 19,850 shares worth $1.67M. The position accounts for 0.65% of the portfolio, ranked #39.

HYA Advisors first reported a position in ACWI in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.2M in Q4 2021. 561 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

HYA Advisors held 19,850 shares of iShares MSCI ACWI ETF worth $1.67M as of Q2 2022.
HYA Advisors sold 963 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $87.6K.
iShares MSCI ACWI ETF made up 0.65% of HYA Advisors's portfolio in Q2 2022, its #39 holding.
HYA Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares MSCI ACWI ETF position peaked at $2.2M in Q4 2021.
561 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.