Keystone Financial Group (Kentucky)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Keystone Financial Group (Kentucky)’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 Q3	–	Sell	-6,148	Closed	-$516K	–	285
2022 Q2	$516K	Sell	6,148 -279	-4%	-$25.4K	0.1%	146
2022 Q1	$641K	Hold	6,427	–	–	0.11%	136
2021 Q4	$680K	Sell	6,427 -301	-4%	-$31.4K	0.11%	135
2021 Q3	$672K	Hold	6,728	–	–	0.12%	134
2021 Q2	$681K	Sell	6,728 -626	-9%	-$62.4K	0.12%	137
2021 Q1	$700K	Hold	7,354	–	–	0.14%	130
2020 Q4	$667K	Sell	7,354 -144	-2%	-$12.3K	0.14%	125
2020 Q3	$599K	Sell	7,498 -347	-4%	-$27.5K	0.15%	125
2020 Q2	$578K	Hold	7,845	–	–	0.16%	120
2020 Q1	$491K	Sell	7,845 -138	-2%	-$10.2K	0.16%	111
2019 Q4	$633K	Hold	7,983	–	–	0.17%	111
2019 Q3	$589K	Sell	7,983 -348	-4%	-$25.5K	0.18%	107
2019 Q2	$614K	Hold	8,331	–	–	0.2%	108
2019 Q1	$601K	Sell	8,331 -331	-4%	-$23K	0.21%	107
2018 Q4	$556K	Sell	8,662 -125	-1%	-$8.58K	0.25%	103
2018 Q3	$654K	Sell	8,787 -86	-1%	-$6.29K	0.27%	95
2018 Q2	$629K	Sell	8,873 -20	-0.2%	-$1.45K	0.35%	77
2018 Q1	$625K	Buy	+8,893	New	+$655K	0.35%	74

Other funds holding ACWI

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

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

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

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

Citigroup New York $303B AUM 53.02% 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

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

CPCM

Cornerstone Partners Capital Management Charlottesville, Virginia $34.4M AUM 26.36% 1-Year Est. Return

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

Keystone Financial Group (Kentucky)'s ACWI Position: Q3 2022 in Review

Keystone Financial Group (Kentucky) sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2022, closing a stake of 6,148 shares — an estimated $516K sold.

Keystone Financial Group (Kentucky) first reported a position in ACWI in Q1 2018 and held it in 18 quarters. The position peaked at $700K in Q1 2021. 549 funds tracked by Wall St. Rank hold ACWI as of Q3 2022.

Keystone Financial Group (Kentucky) reported no remaining iShares MSCI ACWI ETF position as of Q3 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 6,148 iShares MSCI ACWI ETF shares in Q3 2022, an estimated $516K.
Keystone Financial Group (Kentucky) first reported a position in iShares MSCI ACWI ETF in Q1 2018 and held it in 18 quarters.
Keystone Financial Group (Kentucky)'s iShares MSCI ACWI ETF position peaked at $700K in Q1 2021.
549 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2022, filed 10 Nov 2022.