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Pursue Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Pursue Wealth Partners’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
Q2 		– Sell
-695
Closed -$68.8K – 116
2022
Q1 		$68.8K Buy
+695
New +$69.2K 0.03% 175

Other funds holding ACWI

UBS Group
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Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Pursue Wealth Partners's ACWI Position: Q2 2022 in Review

Pursue Wealth Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2022, closing a stake of 695 shares — an estimated $68.8K sold.

Pursue Wealth Partners first reported a position in ACWI in Q1 2022 and held it in 1 quarter. The position peaked at $68.8K in Q1 2022. 562 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

  • Pursue Wealth Partners reported no remaining iShares MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
  • Pursue Wealth Partners sold 695 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $68.8K.
  • Pursue Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q1 2022 and held it in 1 quarter.
  • Pursue Wealth Partners's iShares MSCI ACWI ETF position peaked at $68.8K in Q1 2022.
  • 562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on Pursue Wealth Partners's 13F filing for Q2 2022, filed 11 Aug 2022.