Peak Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Peak Financial 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
2023 Q3	–	Sell	-5,612	Closed	-$538K	–	53
2023 Q2	$538K	Sell	5,612 -86	-2%	-$7.98K	0.42%	39
2023 Q1	$519K	Sell	5,698 -3	-0.1%	-$268	0.44%	35
2022 Q4	$484K	Hold	5,701	–	–	0.44%	37
2022 Q3	$444K	Sell	5,701 -2,571	-31%	-$222K	0.55%	35
2022 Q2	$694K	Sell	8,272 -24	-0.3%	-$2.18K	0.69%	37
2022 Q1	$828K	Hold	8,296	–	–	0.71%	38
2021 Q4	$878K	Sell	8,296 -96	-1%	-$10K	0.68%	34
2021 Q3	$839K	Sell	8,392 -2	-0%	-$205	0.74%	31
2021 Q2	$849K	Sell	8,394 -1,589	-16%	-$158K	0.73%	37
2021 Q1	$950K	Sell	9,983 -4,789	-32%	-$450K	0.8%	38
2020 Q4	$1.34M	Buy	+14,772	New	+$1.26M	1.15%	36

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

Peak Financial Advisors's ACWI Position: Q3 2023 in Review

Peak Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2023, closing a stake of 5,612 shares — an estimated $538K sold.

Peak Financial Advisors first reported a position in ACWI in Q4 2020 and held it in 11 quarters. The position peaked at $1.34M in Q4 2020. 603 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

Peak Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q3 2023 after selling out during the quarter.
Peak Financial Advisors sold 5,612 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $538K.
Peak Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2020 and held it in 11 quarters.
Peak Financial Advisors's iShares MSCI ACWI ETF position peaked at $1.34M in Q4 2020.
603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.