Integrated Investment Consultants’s iShares MSCI ACWI ETF ACWI Stock Holding History

Integrated Investment Consultants’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 Q2	–	Sell	-351,494	Closed	-$362K	–	274
2023 Q1	$362K	Buy	351,494 +62,731	+22%	+$5.6M	0.11%	161
2022 Q4	$299K	Buy	+288,763	New	+$24.3M	0.1%	176
2018 Q2	–	Sell	-74	Closed	-$5K	–	169
2018 Q1	$5K	Buy	+74	New	+$5.45K	﹤0.01%	724

Other funds holding ACWI

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

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

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

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Integrated Investment Consultants's ACWI Position: Q2 2023 in Review

Integrated Investment Consultants sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2023, closing a stake of 351,494 shares — an estimated $362K sold.

Integrated Investment Consultants first reported a position in ACWI in Q1 2018 and held it in 3 quarters. The position peaked at $362K in Q1 2023. 599 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

Integrated Investment Consultants reported no remaining iShares MSCI ACWI ETF position as of Q2 2023 after selling out during the quarter.
Integrated Investment Consultants sold 351,494 iShares MSCI ACWI ETF shares in Q2 2023, an estimated $362K.
Integrated Investment Consultants first reported a position in iShares MSCI ACWI ETF in Q1 2018 and held it in 3 quarters.
Integrated Investment Consultants's iShares MSCI ACWI ETF position peaked at $362K in Q1 2023.
599 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on Integrated Investment Consultants's 13F filing for Q2 2023, filed 18 Jul 2023.