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USA Financial Formulas’s iShares MSCI ACWI ETF ACWI Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-465
Closed -$49K – 347
2021
Q4 		$49K Buy
+465
New +$48.6K 0.04% 152
2017
Q3 		– Sell
-12,726
Closed -$833K – 243
2017
Q2 		$833K Buy
+12,726
New +$826K 0.2% 103

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

USA Financial Formulas's ACWI Position: Q1 2022 in Review

USA Financial Formulas sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2022, closing a stake of 465 shares — an estimated $49K sold.

USA Financial Formulas first reported a position in ACWI in Q2 2017 and held it in 2 quarters. The position peaked at $833K in Q2 2017. 566 funds tracked by Wall St. Rank hold ACWI as of Q1 2022.

  • USA Financial Formulas reported no remaining iShares MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
  • USA Financial Formulas sold 465 iShares MSCI ACWI ETF shares in Q1 2022, an estimated $49K.
  • USA Financial Formulas first reported a position in iShares MSCI ACWI ETF in Q2 2017 and held it in 2 quarters.
  • USA Financial Formulas's iShares MSCI ACWI ETF position peaked at $833K in Q2 2017.
  • 566 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.