Intelligence Driven Advisers’s iShares MSCI ACWI ETF ACWI Stock Holding History

Intelligence Driven Advisers’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
2021 Q1	–	Sell	-2,438	Closed	-$221K	–	73
2020 Q4	$221K	Sell	2,438 -2,282	-48%	-$195K	0.05%	86
2020 Q3	$377K	Sell	4,720 -37,506	-89%	-$2.97M	0.09%	60
2020 Q2	$3.11M	Buy	42,226 +18,377	+77%	+$1.28M	1.1%	25
2020 Q1	$1.49M	Buy	23,849 +7,540	+46%	+$559K	0.69%	36
2019 Q4	$1.29M	Buy	16,309 +2,236	+16%	+$171K	0.59%	36
2019 Q3	$1.04M	Buy	14,073 +3,101	+28%	+$227K	0.49%	35
2019 Q2	$809K	Buy	+10,972	New	+$800K	0.38%	43

Other funds holding ACWI

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

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Intelligence Driven Advisers's ACWI Position: Q1 2021 in Review

Intelligence Driven Advisers sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2021, closing a stake of 2,438 shares — an estimated $221K sold.

Intelligence Driven Advisers first reported a position in ACWI in Q2 2019 and held it in 7 quarters. The position peaked at $3.11M in Q2 2020. 504 funds tracked by Wall St. Rank hold ACWI as of Q1 2021.

Intelligence Driven Advisers reported no remaining iShares MSCI ACWI ETF position as of Q1 2021 after selling out during the quarter.
Intelligence Driven Advisers sold 2,438 iShares MSCI ACWI ETF shares in Q1 2021, an estimated $221K.
Intelligence Driven Advisers first reported a position in iShares MSCI ACWI ETF in Q2 2019 and held it in 7 quarters.
Intelligence Driven Advisers's iShares MSCI ACWI ETF position peaked at $3.11M in Q2 2020.
504 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2021.

Based on Intelligence Driven Advisers's 13F filing for Q1 2021, filed 13 Apr 2021.