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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Professional Financial Advisors's ACWI Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2022, closing a stake of 135 shares — an estimated $10K sold.

Professional Financial Advisors first reported a position in ACWI in Q4 2019 and held it in 11 quarters. The position peaked at $1.28M in Q4 2019. 604 funds tracked by Wall St. Rank hold ACWI as of Q4 2022.

Professional Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 135 iShares MSCI ACWI ETF shares in Q4 2022, an estimated $10K.
Professional Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 11 quarters.
Professional Financial Advisors's iShares MSCI ACWI ETF position peaked at $1.28M in Q4 2019.
604 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.