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Richard P. Slaughter Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Richard P. Slaughter Associates’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
Q4 		– Sell
-5,270
Closed -$410K – 127
2022
Q3 		$410K Buy
+5,270
New +$455K 0.17% 109

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Richard P. Slaughter Associates's ACWI Position: Q4 2022 in Review

Richard P. Slaughter Associates sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2022, closing a stake of 5,270 shares — an estimated $410K sold.

Richard P. Slaughter Associates first reported a position in ACWI in Q3 2022 and held it in 1 quarter. The position peaked at $410K in Q3 2022. 604 funds tracked by Wall St. Rank hold ACWI as of Q4 2022.

  • Richard P. Slaughter Associates reported no remaining iShares MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 5,270 iShares MSCI ACWI ETF shares in Q4 2022, an estimated $410K.
  • Richard P. Slaughter Associates first reported a position in iShares MSCI ACWI ETF in Q3 2022 and held it in 1 quarter.
  • Richard P. Slaughter Associates's iShares MSCI ACWI ETF position peaked at $410K in Q3 2022.
  • 604 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2022.

Based on Richard P. Slaughter Associates's 13F filing for Q4 2022, filed 9 Jan 2023.