Realta Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Realta Investment 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
2023 Q4	–	Sell	-54	Closed	-$5.18K	–	444
2023 Q3	$5.18K	Hold	54	–	–	﹤0.01%	716
2023 Q2	$5.18K	Buy	+54	New	+$5.01K	﹤0.01%	767
2023 Q1	–	Sell	-1,098	Closed	-$93.2K	–	428
2022 Q4	$93.2K	Buy	+1,098	New	+$92.4K	0.02%	491

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

CGPCS

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

CWM

CIBC World Markets New York $20.8B AUM

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Realta Investment Advisors's ACWI Position: Q4 2023 in Review

Realta Investment Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2023, closing a stake of 54 shares — an estimated $5.18K sold.

Realta Investment Advisors first reported a position in ACWI in Q4 2022 and held it in 3 quarters. The position peaked at $93.2K in Q4 2022. 685 funds tracked by Wall St. Rank hold ACWI as of Q4 2023.

Realta Investment Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 54 iShares MSCI ACWI ETF shares in Q4 2023, an estimated $5.18K.
Realta Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 3 quarters.
Realta Investment Advisors's iShares MSCI ACWI ETF position peaked at $93.2K in Q4 2022.
685 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.