VFO
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Virtus Family Office’s iShares MSCI ACWI ETF ACWI Stock Holding History

Virtus Family Office’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
Q4 		– Sell
-4,080
Closed -$318K – 36
2022
Q3 		$318K Buy
+4,080
New +$352K 0.81% 37

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UBS Group
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Virtus Family Office's ACWI Position: Q4 2022 in Review

Virtus Family Office sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2022, closing a stake of 4,080 shares — an estimated $318K sold.

Virtus Family Office first reported a position in ACWI in Q3 2022 and held it in 1 quarter. The position peaked at $318K in Q3 2022. 604 funds tracked by Wall St. Rank hold ACWI as of Q4 2022.

  • Virtus Family Office reported no remaining iShares MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
  • Virtus Family Office sold 4,080 iShares MSCI ACWI ETF shares in Q4 2022, an estimated $318K.
  • Virtus Family Office first reported a position in iShares MSCI ACWI ETF in Q3 2022 and held it in 1 quarter.
  • Virtus Family Office's iShares MSCI ACWI ETF position peaked at $318K in Q3 2022.
  • 604 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2022.

Based on Virtus Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.