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Polaris Wealth Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Polaris Wealth Advisory Group’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 		$1.41M Buy
15,257
+745
+5% +$71.5K 0.11% 109
2023
Q2 		$1.39M Sell
14,512
-372
-2% -$34.5K 0.11% 104
2023
Q1 		$1.36M Buy
14,884
+340
+2% +$30.3K 0.1% 108
2022
Q4 		$1.29M Buy
14,544
+387
+3% +$32.6K 0.1% 110
2022
Q3 		$1.11M Sell
14,157
-1,519
-10% -$131K 0.09% 96
2022
Q2 		$1.31M Sell
15,676
-1,325
-8% -$121K 0.11% 85
2022
Q1 		$1.68M Buy
17,001
+867
+5% +$86.4K 0.11% 86
2021
Q4 		$1.71M Buy
16,134
+894
+6% +$93.4K 0.1% 98
2021
Q3 		$1.55M Buy
15,240
+1,014
+7% +$104K 0.09% 91
2021
Q2 		$1.45M Buy
14,226
+1,513
+12% +$151K 0.09% 91
2021
Q1 		$1.25M Buy
12,713
+22
+0.2% +$2.07K 0.08% 92
2020
Q4 		$1.19M Buy
12,691
+50
+0.4% +$4.27K 0.09% 100
2020
Q3 		$1.03M Sell
12,641
-8,160
-39% -$646K 0.1% 98
2020
Q2 		$1.54M Buy
20,801
+925
+5% +$64.5K 0.12% 83
2020
Q1 		$1.24M Buy
19,876
+889
+5% +$65.9K 0.14% 68
2019
Q4 		$1.54M Sell
18,987
-31,487
-62% -$2.41M 0.1% 91
2019
Q3 		$3.62M Sell
50,474
-1,106
-2% -$81.1K 0.3% 58
2019
Q2 		$3.83M Sell
51,580
-1,316
-2% -$96K 0.29% 58
2019
Q1 		$3.86M Buy
52,896
+103
+0.2% +$7.16K 0.29% 63
2018
Q4 		$3.39M Sell
52,793
-1,641
-3% -$113K 0.32% 58
2018
Q3 		$4.04M Buy
54,434
+1,508
+3% +$110K 0.28% 71
2018
Q2 		$3.79M Sell
52,926
-53
-0.1% -$3.84K 0.32% 55
2018
Q1 		$3.8M Buy
52,979
+38,831
+274% +$2.86M 0.31% 56
2017
Q4 		$1.02M Buy
+14,148
New +$1M 0.08% 86
2017
Q3 		– Sell
-5,807
Closed -$380K – 146
2017
Q2 		$380K Buy
5,807
+1,351
+30% +$87.7K 0.04% 99
2017
Q1 		$282K Sell
4,456
-1,211
-21% -$75K 0.03% 94
2016
Q4 		$335K Sell
5,667
-13
-0.2% -$763 0.04% 89
2016
Q3 		$336K Buy
5,680
+217
+4% +$12.7K 0.04% 90
2016
Q2 		$307K Buy
+5,463
New +$308K 0.05% 82

Other funds holding ACWI

Morgan Stanley
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 Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Polaris Wealth Advisory Group's ACWI Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its iShares MSCI ACWI ETF (ACWI) stake by 5.1% in Q3 2023, buying an estimated $71.5K and bringing the position to 15,257 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #109.

Polaris Wealth Advisory Group first reported a position in ACWI in Q2 2016 and has held it in 29 quarters since. The position peaked at $4.04M in Q3 2018. 604 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

  • Polaris Wealth Advisory Group held 15,257 shares of iShares MSCI ACWI ETF worth $1.41M as of Q3 2023.
  • Polaris Wealth Advisory Group bought 745 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $71.5K.
  • iShares MSCI ACWI ETF made up 0.11% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #109 holding.
  • Polaris Wealth Advisory Group first reported a position in iShares MSCI ACWI ETF in Q2 2016 and has held it in 29 quarters since.
  • Polaris Wealth Advisory Group's iShares MSCI ACWI ETF position peaked at $4.04M in Q3 2018.
  • 604 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.