Mount Yale Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Mount Yale Investment Advisors’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
2025 Q1	–	Sell	-8,270	Closed	-$972K	–	535
2024 Q4	$972K	Buy	+8,270	New	+$992K	0.08%	206
2024 Q3	–	Sell	-2,579	Closed	-$290K	–	544
2024 Q2	$290K	Hold	2,579	–	–	0.02%	440
2024 Q1	$284K	Hold	2,579	–	–	0.02%	462
2023 Q4	$262K	Hold	2,579	–	–	0.02%	444
2023 Q3	$238K	Buy	2,579 +261	+11%	+$25K	0.03%	440
2023 Q2	$222K	Hold	2,318	–	–	0.02%	447
2023 Q1	$211K	Buy	+2,318	New	+$207K	0.02%	450
2022 Q2	–	Sell	-2,340	Closed	-$233K	–	455
2022 Q1	$233K	Buy	+2,340	New	+$233K	0.03%	420

Other funds holding ACWI

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

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return