O'Brien Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

O'Brien 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 Q3	–	Sell	-2,447	Closed	-$235K	–	58
2023 Q2	$235K	Buy	2,447 +152	+7%	+$14.1K	0.07%	38
2023 Q1	$209K	Sell	2,295 -246	-10%	-$21.9K	0.07%	42
2022 Q4	$216K	Sell	2,541 -2,966	-54%	-$250K	0.09%	44
2022 Q3	$429K	Hold	5,507	–	–	0.18%	27
2022 Q2	$462K	Sell	5,507 -1,525	-22%	-$139K	0.19%	23
2022 Q1	$617K	Sell	7,032 -1,894	-21%	-$189K	0.24%	16
2021 Q4	$906K	Sell	8,926 -6,156	-41%	-$643K	0.31%	13
2021 Q3	$1.51M	Sell	15,082 -87,650	-85%	-$9M	0.53%	12
2021 Q2	$10.5M	Sell	102,732 -320,201	-76%	-$31.9M	3.47%	8
2021 Q1	$41.4M	Sell	422,933 -1,285	-0.3%	-$121K	13.7%	4
2020 Q4	$39.6M	Buy	424,218 +5,697	+1%	+$487K	14.32%	4
2020 Q3	$34.4M	Buy	418,521 +7,580	+2%	+$600K	14.04%	4
2020 Q2	$31.2M	Buy	410,941 +229,493	+126%	+$16M	12.97%	4
2020 Q1	$11.1M	Buy	+181,448	New	+$13.4M	6.21%	4

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

O'Brien Wealth Partners's ACWI Position: Q3 2023 in Review

O'Brien Wealth Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2023, closing a stake of 2,447 shares — an estimated $235K sold.

O'Brien Wealth Partners first reported a position in ACWI in Q1 2020 and held it in 14 quarters. The position peaked at $41.4M in Q1 2021. 603 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

O'Brien Wealth Partners reported no remaining iShares MSCI ACWI ETF position as of Q3 2023 after selling out during the quarter.
O'Brien Wealth Partners sold 2,447 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $235K.
O'Brien Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q1 2020 and held it in 14 quarters.
O'Brien Wealth Partners's iShares MSCI ACWI ETF position peaked at $41.4M in Q1 2021.
603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on O'Brien Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.