Resource Planning Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Resource Planning Group’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
2020 Q1	–	Sell	-2,739	Closed	-$217K	–	49
2019 Q4	$217K	Buy	+2,739	New	+$209K	0.12%	58
2019 Q3	–	Sell	-3,247	Closed	-$239K	–	58
2019 Q2	$239K	Buy	3,247 +22	+0.7%	+$1.6K	0.14%	56
2019 Q1	$233K	Buy	+3,225	New	+$224K	0.15%	48
2018 Q4	–	Sell	-2,921	Closed	-$217K	–	45
2018 Q3	$217K	Buy	+2,921	New	+$214K	0.17%	41

Other funds holding ACWI

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Resource Planning Group's ACWI Position: Q1 2020 in Review

Resource Planning Group sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2020, closing a stake of 2,739 shares — an estimated $217K sold.

Resource Planning Group first reported a position in ACWI in Q3 2018 and held it in 4 quarters. The position peaked at $239K in Q2 2019. 448 funds tracked by Wall St. Rank hold ACWI as of Q1 2020.

Resource Planning Group reported no remaining iShares MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
Resource Planning Group sold 2,739 iShares MSCI ACWI ETF shares in Q1 2020, an estimated $217K.
Resource Planning Group first reported a position in iShares MSCI ACWI ETF in Q3 2018 and held it in 4 quarters.
Resource Planning Group's iShares MSCI ACWI ETF position peaked at $239K in Q2 2019.
448 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2020.

Based on Resource Planning Group's 13F filing for Q1 2020, filed 14 Apr 2020.