Wealth Advisory Solutions’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wealth Advisory 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
2022 Q2	–	Sell	-61,456	Closed	-$6.13M	–	147
2022 Q1	$6.13M	Buy	+61,456	New	+$6.12M	1.28%	21
2021 Q3	$4.77M	Buy	47,743 +1,883	+4%	+$193K	1.06%	31
2021 Q2	$4.64M	Buy	45,860 +789	+2%	+$78.6K	1.1%	33
2021 Q1	$4K	Buy	45,071 +4,982	+12%	+$468K	﹤0.01%	88
2020 Q4	$3.64M	Sell	40,089 -6,798	-14%	-$581K	0.99%	35
2020 Q3	$3.75M	Buy	46,887 +291	+0.6%	+$23K	0.99%	32
2020 Q2	$3.44M	Buy	46,596 +2,512	+6%	+$175K	0.96%	34
2020 Q1	$2.76M	Buy	44,084 +9,260	+27%	+$686K	0.94%	35
2019 Q4	$2.76M	Buy	+34,824	New	+$2.66M	0.73%	45

Other funds holding ACWI

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Wealth Advisory Solutions's ACWI Position: Q2 2022 in Review

Wealth Advisory Solutions sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2022, closing a stake of 61,456 shares — an estimated $6.13M sold.

Wealth Advisory Solutions first reported a position in ACWI in Q4 2019 and held it in 9 quarters. The position peaked at $6.13M in Q1 2022. 561 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

Wealth Advisory Solutions reported no remaining iShares MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
Wealth Advisory Solutions sold 61,456 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $6.13M.
Wealth Advisory Solutions first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 9 quarters.
Wealth Advisory Solutions's iShares MSCI ACWI ETF position peaked at $6.13M in Q1 2022.
561 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on Wealth Advisory Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.