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Laurel Wealth Advisors (California)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$235K Hold
2,773
– – 0.02% 586
2022
Q3 		$215K Sell
2,773
-4
-0.1% -$346 0.02% 589
2022
Q2 		$233K Buy
+2,777
New +$253K 0.02% 582

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ACWI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its iShares MSCI ACWI ETF (ACWI) position steady in Q4 2022 at 2,773 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #586.

Laurel Wealth Advisors (California) first reported a position in ACWI in Q2 2022 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold ACWI as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,773 shares of iShares MSCI ACWI ETF worth $235K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its iShares MSCI ACWI ETF share count unchanged in Q4 2022.
  • iShares MSCI ACWI ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #586 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares MSCI ACWI ETF in Q2 2022 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.