Royal Harbor Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Royal Harbor Partners’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 Q3	–	Sell	-74,636	Closed	-$7.16M	–	51
2023 Q2	$7.16M	Buy	74,636 +1,484	+2%	+$138K	3.51%	8
2023 Q1	$6.67M	Buy	+73,152	New	+$6.53M	3.58%	8
2022 Q2	–	Sell	-64,874	Closed	-$6.47M	–	66
2022 Q1	$6.47M	Buy	64,874 +1,510	+2%	+$150K	4.15%	6
2021 Q4	$6.7M	Buy	63,364 +2,742	+5%	+$286K	4.25%	5
2021 Q3	$6.06M	Sell	60,622 -1,367	-2%	-$140K	4.31%	5
2021 Q2	$6.27M	Buy	61,989 +2,079	+3%	+$207K	4.17%	6
2021 Q1	$5.7M	Buy	+59,910	New	+$5.63M	4.35%	6

Other funds holding ACWI

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

MCM

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Royal Harbor Partners's ACWI Position: Q3 2023 in Review

Royal Harbor Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2023, closing a stake of 74,636 shares — an estimated $7.16M sold.

Royal Harbor Partners first reported a position in ACWI in Q1 2021 and held it in 7 quarters. The position peaked at $7.16M in Q2 2023. 603 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

Royal Harbor Partners reported no remaining iShares MSCI ACWI ETF position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 74,636 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $7.16M.
Royal Harbor Partners first reported a position in iShares MSCI ACWI ETF in Q1 2021 and held it in 7 quarters.
Royal Harbor Partners's iShares MSCI ACWI ETF position peaked at $7.16M in Q2 2023.
603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.