SWP
ACWI icon

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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
CPCM
Cornerstone Partners Capital Management Charlottesville, Virginia $40.3M AUM 33.69% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return