Kore Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Kore Private Wealth’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	$260K	Sell	3,343 -21	-0.6%	-$1.81K	0.05%	205
2022 Q2	$282K	Hold	3,364	–	–	0.04%	225
2022 Q1	$336K	Sell	3,364 -44,732	-93%	-$4.46M	0.04%	223
2021 Q4	$5.09M	Buy	48,096 +44,732	+1,330%	+$4.67M	0.62%	32
2021 Q3	$336K	Sell	3,364 -362	-10%	-$37.2K	0.04%	306
2021 Q2	$377K	Sell	3,726 -21	-0.6%	-$2.09K	0.04%	271
2021 Q1	$357K	Sell	3,747 -1,734	-32%	-$163K	0.05%	241
2020 Q4	$497K	Sell	5,481 -1,123	-17%	-$95.9K	0.08%	167
2020 Q3	$528K	Hold	6,604	–	–	0.1%	129
2020 Q2	$486K	Sell	6,604 -6,336	-49%	-$442K	0.1%	130
2020 Q1	$810K	Sell	12,940 -5,821	-31%	-$431K	0.19%	85
2019 Q4	$1.49M	Sell	18,761 -143	-0.8%	-$10.9K	0.28%	68
2019 Q3	$1.38M	Sell	18,904 -191	-1%	-$14K	0.31%	67
2019 Q2	$1.41M	Sell	19,095 -2,475	-11%	-$181K	0.32%	66
2019 Q1	$1.56M	Sell	21,570 -4,427	-17%	-$308K	0.35%	60
2018 Q4	$1.67M	Buy	+25,997	New	+$1.78M	0.46%	50

Other funds holding ACWI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MCM

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

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

CPCM

Cornerstone Partners Capital Management Charlottesville, Virginia $40.3M AUM 33.69% 1-Year Est. Return

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

Kore Private Wealth's ACWI Position: Q3 2022 in Review

Kore Private Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.62% in Q3 2022, selling an estimated $1.81K and leaving 3,343 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #205.

Kore Private Wealth first reported a position in ACWI in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.09M in Q4 2021. 549 funds tracked by Wall St. Rank hold ACWI as of Q3 2022.

Kore Private Wealth held 3,343 shares of iShares MSCI ACWI ETF worth $260K as of Q3 2022.
Kore Private Wealth sold 21 iShares MSCI ACWI ETF shares in Q3 2022, an estimated $1.81K.
iShares MSCI ACWI ETF made up 0.05% of Kore Private Wealth's portfolio in Q3 2022, its #205 holding.
Kore Private Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's iShares MSCI ACWI ETF position peaked at $5.09M in Q4 2021.
549 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.