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 $1.66T AUM 25.57% 1-Year Est. Return

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Bank of America

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return