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

Professional 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
2022 Q4	–	Sell	-135	Closed	-$10K	–	78
2022 Q3	$10K	Hold	135	–	–	0.01%	283
2022 Q2	$11K	Buy	135 +2	+2%	+$182	0.01%	279
2022 Q1	$13K	Hold	133	–	–	0.01%	279
2021 Q4	$14K	Buy	133 +1	+0.8%	+$104	0.01%	280
2021 Q3	$13K	Hold	132	–	–	0.01%	243
2021 Q2	$13K	Buy	132 +1	+0.8%	+$100	0.01%	252
2021 Q1	$12K	Sell	131 -1,614	-92%	-$152K	0.01%	230
2020 Q4	$158K	Buy	1,745 +11	+0.6%	+$940	0.12%	84
2020 Q3	$135K	Buy	+1,734	New	+$137K	0.13%	86
2020 Q2	–	Sell	-7,403	Closed	-$509K	–	68
2020 Q1	$509K	Sell	7,403 -8,811	-54%	-$653K	0.92%	28
2019 Q4	$1.28M	Buy	+16,214	New	+$1.24M	1.22%	26

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Toronto Dominion Bank

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Bank of America

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return