PWA
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Phoenix Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-100
Closed -$10K – 123
2021
Q3 		$10K Hold
100
– – 0.01% 303
2021
Q2 		$10K Hold
100
– – 0.01% 296
2021
Q1 		$10K Buy
+100
New +$9.39K 0.01% 294

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CA
Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Phoenix Wealth Advisors's ACWI Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2021, closing a stake of 100 shares — an estimated $10K sold.

Phoenix Wealth Advisors first reported a position in ACWI in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 560 funds tracked by Wall St. Rank hold ACWI as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 100 iShares MSCI ACWI ETF shares in Q4 2021, an estimated $10K.
  • Phoenix Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's iShares MSCI ACWI ETF position peaked at $10K in Q3 2021.
  • 560 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.