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Kalos Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Kalos 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
2023
Q2 		– Sell
-92
Closed -$8.39K – 135
2023
Q1 		$8.39K Buy
+92
New +$8.21K 0.02% 229
2015
Q4 		– Hold
0
– – – 384

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Kalos Management's ACWI Position: Q2 2023 in Review

Kalos Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2023, closing a stake of 92 shares — an estimated $8.39K sold.

Kalos Management first reported a position in ACWI in Q1 2023 and held it in 1 quarter. The position peaked at $8.39K in Q1 2023. 599 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

  • Kalos Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 92 iShares MSCI ACWI ETF shares in Q2 2023, an estimated $8.39K.
  • Kalos Management first reported a position in iShares MSCI ACWI ETF in Q1 2023 and held it in 1 quarter.
  • Kalos Management's iShares MSCI ACWI ETF position peaked at $8.39K in Q1 2023.
  • 599 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.