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Ranch Capital Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-233
Closed -$23K – 161
2021
Q3 		$23K Buy
233
+1
+0.4% +$103 0.01% 360
2021
Q2 		$23K Hold
232
– – 0.01% 456
2021
Q1 		$22K Hold
232
– – 0.01% 450
2020
Q4 		$21K Buy
232
+200
+625% +$17.1K 0.02% 461
2020
Q3 		$2K Hold
32
– – ﹤0.01% 786
2020
Q2 		$2K Hold
32
– – ﹤0.01% 819
2020
Q1 		$2K Sell
32
-25
-44% -$1.85K ﹤0.01% 781
2019
Q4 		$5K Buy
+57
New +$4.36K ﹤0.01% 776

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CA
Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Ranch Capital Advisors's ACWI Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2021, closing a stake of 233 shares — an estimated $23K sold.

Ranch Capital Advisors first reported a position in ACWI in Q4 2019 and held it in 8 quarters. The position peaked at $23K in Q3 2021. 562 funds tracked by Wall St. Rank hold ACWI as of Q4 2021.

  • Ranch Capital Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 233 iShares MSCI ACWI ETF shares in Q4 2021, an estimated $23K.
  • Ranch Capital Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's iShares MSCI ACWI ETF position peaked at $23K in Q3 2021.
  • 562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.