ShoreHaven Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

ShoreHaven Wealth 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
2022 Q3	–	Sell	-3,393	Closed	-$284K	–	69
2022 Q2	$284K	Sell	3,393 -51,290	-94%	-$4.67M	0.2%	61
2022 Q1	$5.46M	Sell	54,683 -58,710	-52%	-$5.85M	2.88%	10
2021 Q4	$12M	Buy	113,393 +1,507	+1%	+$157K	5.94%	4
2021 Q3	$11.2M	Buy	111,886 +1,255	+1%	+$129K	5.82%	5
2021 Q2	$11.2M	Buy	110,631 +3,150	+3%	+$314K	6.02%	4
2021 Q1	$10.2M	Buy	107,481 +953	+0.9%	+$89.5K	5.54%	3
2020 Q4	$9.66M	Buy	+106,528	New	+$9.1M	5.41%	4

Other funds holding ACWI

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MCM

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

CPCM

Cornerstone Partners Capital Management Charlottesville, Virginia $34.4M AUM 26.36% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

ShoreHaven Wealth Partners's ACWI Position: Q3 2022 in Review

ShoreHaven Wealth Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2022, closing a stake of 3,393 shares — an estimated $284K sold.

ShoreHaven Wealth Partners first reported a position in ACWI in Q4 2020 and held it in 7 quarters. The position peaked at $12M in Q4 2021. 549 funds tracked by Wall St. Rank hold ACWI as of Q3 2022.

ShoreHaven Wealth Partners reported no remaining iShares MSCI ACWI ETF position as of Q3 2022 after selling out during the quarter.
ShoreHaven Wealth Partners sold 3,393 iShares MSCI ACWI ETF shares in Q3 2022, an estimated $284K.
ShoreHaven Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2020 and held it in 7 quarters.
ShoreHaven Wealth Partners's iShares MSCI ACWI ETF position peaked at $12M in Q4 2021.
549 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2022, filed 9 Nov 2022.