TCI Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-355	Closed	-$32.4K	–	229
2023 Q1	$32.4K	Buy	355 +1	+0.3%	+$89	﹤0.01%	543
2022 Q4	$30K	Buy	354 +5	+1%	+$421	﹤0.01%	543
2022 Q3	$27K	Buy	349 +4	+1%	+$346	﹤0.01%	535
2022 Q2	$29K	Buy	345 +4	+1%	+$364	﹤0.01%	523
2022 Q1	$34K	Buy	341 +2	+0.6%	+$199	0.01%	505
2021 Q4	$36K	Buy	339 +4	+1%	+$418	0.01%	483
2021 Q3	$33K	Sell	335 -56	-14%	-$5.75K	0.01%	512
2021 Q2	$40K	Buy	391 +36	+10%	+$3.59K	0.01%	450
2021 Q1	$34K	Buy	355 +29	+9%	+$2.73K	0.01%	440
2020 Q4	$30K	Buy	326 +5	+2%	+$427	0.01%	422
2020 Q3	$26K	Buy	321 +1	+0.3%	+$79	0.01%	401
2020 Q2	$24K	Sell	320 -228	-42%	-$15.9K	0.01%	410
2020 Q1	$34K	Buy	548 +5	+0.9%	+$370	0.02%	364
2019 Q4	$43K	Buy	543 +4	+0.7%	+$306	0.02%	414
2019 Q3	$40K	Buy	539 +5	+0.9%	+$366	0.02%	363
2019 Q2	$39K	Sell	534 -22	-4%	-$1.6K	0.02%	354
2019 Q1	$40K	Sell	556 -25	-4%	-$1.74K	0.02%	375
2018 Q4	$37K	Buy	581 +95	+20%	+$6.52K	0.02%	364
2018 Q3	$36K	Buy	486 +128	+36%	+$9.36K	0.02%	390
2018 Q2	$25K	Buy	358 +321	+868%	+$23.3K	0.01%	436
2018 Q1	$3K	Buy	+37	New	+$2.73K	﹤0.01%	822

Other funds holding ACWI

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

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

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

MCM

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

TCI Wealth Advisors's ACWI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2023, closing a stake of 355 shares — an estimated $32.4K sold.

TCI Wealth Advisors first reported a position in ACWI in Q1 2018 and held it in 21 quarters. The position peaked at $43K in Q4 2019. 599 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 355 iShares MSCI ACWI ETF shares in Q2 2023, an estimated $32.4K.
TCI Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2018 and held it in 21 quarters.
TCI Wealth Advisors's iShares MSCI ACWI ETF position peaked at $43K in Q4 2019.
599 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.