Simplicity Solutions’s iShares MSCI ACWI ETF ACWI Stock Holding History

Simplicity Solutions’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 Q4	$2.02M	Sell	19,842 -253	-1%	-$24.2K	0.06%	296
2023 Q3	$1.86M	Sell	20,095 -6,372	-24%	-$611K	0.06%	302
2023 Q2	$2.54M	Sell	26,467 -276	-1%	-$25.6K	0.07%	254
2023 Q1	$2.44M	Buy	26,743 +21,206	+383%	+$1.89M	0.06%	271
2022 Q4	$470K	Buy	+5,537	New	+$466K	0.06%	357
2020 Q2	–	Sell	-40,930	Closed	-$2.56M	–	873
2020 Q1	$2.56M	Buy	40,930 +3,365	+9%	+$249K	0.08%	189
2019 Q4	$2.98M	Buy	37,565 +21,187	+129%	+$1.62M	0.09%	185
2019 Q3	$1.21M	Buy	16,378 +12,335	+305%	+$904K	0.05%	260
2019 Q2	$298K	Buy	+4,043	New	+$295K	0.01%	496
2016 Q1	–	Sell	-11,712	Closed	-$654K	–	203
2015 Q4	$654K	Buy	+11,712	New	+$670K	0.08%	368

Other funds holding ACWI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MCM

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

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Simplicity Solutions's ACWI Position: Q4 2023 in Review

Simplicity Solutions reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.3% in Q4 2023, selling an estimated $24.2K and leaving 19,842 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #296.

Simplicity Solutions first reported a position in ACWI in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.98M in Q4 2019. 684 funds tracked by Wall St. Rank hold ACWI as of Q4 2023.

Simplicity Solutions held 19,842 shares of iShares MSCI ACWI ETF worth $2.02M as of Q4 2023.
Simplicity Solutions sold 253 iShares MSCI ACWI ETF shares in Q4 2023, an estimated $24.2K.
iShares MSCI ACWI ETF made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #296 holding.
Simplicity Solutions first reported a position in iShares MSCI ACWI ETF in Q4 2015 and has held it in 10 quarters since.
Simplicity Solutions's iShares MSCI ACWI ETF position peaked at $2.98M in Q4 2019.
684 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.