LifePlan Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

LifePlan Financial Group’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
2020 Q3	$3K	Hold	43	–	–	﹤0.01%	506
2020 Q2	$3K	Hold	43	–	–	﹤0.01%	508
2020 Q1	$3K	Hold	43	–	–	﹤0.01%	482
2019 Q4	$3K	Hold	43	–	–	﹤0.01%	489
2019 Q3	$3K	Hold	43	–	–	﹤0.01%	488
2019 Q2	$3K	Hold	43	–	–	﹤0.01%	484
2019 Q1	$3K	Hold	43	–	–	﹤0.01%	484
2018 Q4	$3K	Hold	43	–	–	﹤0.01%	468
2018 Q3	$3K	Hold	43	–	–	﹤0.01%	471
2018 Q2	$3K	Hold	43	–	–	﹤0.01%	453
2018 Q1	$3K	Buy	+43	New	+$3.17K	﹤0.01%	439
2014 Q2	–	Sell	-43	Closed	-$3K	–	68
2014 Q1	$3K	Hold	43	–	–	﹤0.01%	220
2013 Q4	$2K	Buy	+43	New	+$2.41K	﹤0.01%	214

Other funds holding ACWI

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LifePlan Financial Group's ACWI Position: Q3 2020 in Review

LifePlan Financial Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2020 at 43 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

LifePlan Financial Group first reported a position in ACWI in Q4 2013 and has held it in 13 quarters since. 443 funds tracked by Wall St. Rank hold ACWI as of Q3 2020.

LifePlan Financial Group held 43 shares of iShares MSCI ACWI ETF worth $3K as of Q3 2020.
LifePlan Financial Group left its iShares MSCI ACWI ETF share count unchanged in Q3 2020.
iShares MSCI ACWI ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #506 holding.
LifePlan Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2013 and has held it in 13 quarters since.
443 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.