Plante Moran Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Plante Moran 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
2025 Q1	–	Sell	-77	Closed	-$9.05K	–	792
2024 Q4	$9.05K	Buy	+77	New	+$9.24K	﹤0.01%	592
2024 Q1	–	Sell	-151	Closed	-$15.4K	–	842
2023 Q4	$15.4K	Buy	+151	New	+$14.4K	﹤0.01%	496
2023 Q2	–	Sell	-49	Closed	-$4.47K	–	787
2023 Q1	$4.47K	Buy	+49	New	+$4.37K	﹤0.01%	653
2020 Q2	–	Sell	-85	Closed	-$5K	–	739
2020 Q1	$5K	Buy	+85	New	+$6.3K	﹤0.01%	564
2015 Q3	–	Sell	-2,010	Closed	-$119K	–	698
2015 Q2	$119K	Buy	+2,010	New	+$124K	0.09%	171

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