Lumature Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$22.6K	Hold	236	–	–	0.01%	275
2023 Q1	$21.5K	Hold	236	–	–	0.01%	271
2022 Q4	$20K	Hold	236	–	–	0.01%	272
2022 Q3	$18K	Hold	236	–	–	0.01%	287
2022 Q2	$20K	Hold	236	–	–	0.01%	283
2022 Q1	$24K	Hold	236	–	–	0.01%	299
2021 Q4	$25K	Hold	236	–	–	0.01%	281
2021 Q3	$24K	Sell	236 -70	-23%	-$7.19K	0.01%	272
2021 Q2	$31K	Sell	306 -58	-16%	-$5.78K	0.01%	249
2021 Q1	$35K	Hold	364	–	–	0.02%	242
2020 Q4	$33K	Buy	+364	New	+$31.1K	0.03%	155

Other funds holding ACWI

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

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

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

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Lumature Wealth Partners's ACWI Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2023 at 236 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #275.

Lumature Wealth Partners first reported a position in ACWI in Q4 2020 and has held it in 11 quarters since. The position peaked at $35K in Q1 2021. 600 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

Lumature Wealth Partners held 236 shares of iShares MSCI ACWI ETF worth $22.6K as of Q2 2023.
Lumature Wealth Partners left its iShares MSCI ACWI ETF share count unchanged in Q2 2023.
iShares MSCI ACWI ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #275 holding.
Lumature Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares MSCI ACWI ETF position peaked at $35K in Q1 2021.
600 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.