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

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

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return

Bank of Nova Scotia

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

Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return

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

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

Bank of America

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

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return