Sage Private Wealth Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-953	Closed	-$74K	–	49
2022 Q3	$74K	Hold	953	–	–	0.1%	72
2022 Q2	$80K	Hold	953	–	–	0.12%	70
2022 Q1	$95K	Hold	953	–	–	0.09%	72
2021 Q4	$100K	Hold	953	–	–	0.12%	64
2021 Q3	$95K	Hold	953	–	–	0.13%	63
2021 Q2	$96K	Hold	953	–	–	0.13%	67
2021 Q1	$91K	Hold	953	–	–	0.16%	70
2020 Q4	$86K	Buy	+953	New	+$81.4K	0.24%	62

Other funds holding ACWI

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sage Private Wealth Group's ACWI Position: Q4 2022 in Review

Sage Private Wealth Group sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2022, closing a stake of 953 shares — an estimated $74K sold.

Sage Private Wealth Group first reported a position in ACWI in Q4 2020 and held it in 8 quarters. The position peaked at $100K in Q4 2021. 604 funds tracked by Wall St. Rank hold ACWI as of Q4 2022.

Sage Private Wealth Group reported no remaining iShares MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 953 iShares MSCI ACWI ETF shares in Q4 2022, an estimated $74K.
Sage Private Wealth Group first reported a position in iShares MSCI ACWI ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's iShares MSCI ACWI ETF position peaked at $100K in Q4 2021.
604 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.