Lehman & Derafelo Financial Resources’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-354	Closed	-$28K	–	111
2022 Q3	$28K	Sell	354 -245	-41%	-$21.2K	0.01%	139
2022 Q2	$50K	Buy	+599	New	+$54.5K	0.02%	127
2021 Q4	–	Sell	-764	Closed	-$76K	–	111
2021 Q3	$76K	Hold	764	–	–	0.02%	124
2021 Q2	$77K	Hold	764	–	–	0.02%	142
2021 Q1	$73K	Hold	764	–	–	0.02%	139
2020 Q4	$69K	Hold	764	–	–	0.02%	138
2020 Q3	$61K	Hold	764	–	–	0.02%	162
2020 Q2	$56K	Hold	764	–	–	0.02%	155
2020 Q1	$48K	Hold	764	–	–	0.02%	114
2019 Q4	$61K	Hold	764	–	–	0.02%	127
2019 Q3	$56K	Hold	764	–	–	0.02%	121
2019 Q2	$57K	Hold	764	–	–	0.02%	120
2019 Q1	$55K	Buy	764 +165	+28%	+$11.5K	0.02%	122
2018 Q4	$38K	Buy	+599	New	+$41.1K	0.02%	118

Other funds holding ACWI

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lehman & Derafelo Financial Resources's ACWI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2022, closing a stake of 354 shares — an estimated $28K sold.

Lehman & Derafelo Financial Resources first reported a position in ACWI in Q4 2018 and held it in 14 quarters. The position peaked at $77K in Q2 2021. 603 funds tracked by Wall St. Rank hold ACWI as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 354 iShares MSCI ACWI ETF shares in Q4 2022, an estimated $28K.
Lehman & Derafelo Financial Resources first reported a position in iShares MSCI ACWI ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares MSCI ACWI ETF position peaked at $77K in Q2 2021.
603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.