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WealthPLAN Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-514
Closed -$49.3K – 323
2023
Q2 		$49.3K Buy
514
+5
+1% +$464 0.01% 512
2023
Q1 		$46.4K Buy
+509
New +$45.4K 0.01% 571
2020
Q1 		– Sell
-14,530
Closed -$1.19M – 256
2019
Q4 		$1.19M Sell
14,530
-6,403
-31% -$490K 0.14% 100
2019
Q3 		$1.61M Buy
20,933
+11,810
+129% +$865K 0.22% 89
2019
Q2 		$659K Buy
9,123
+941
+12% +$68.6K 0.1% 128
2019
Q1 		$589K Buy
8,182
+1,057
+15% +$73.5K 0.09% 149
2018
Q4 		$502K Buy
+7,125
New +$489K 0.08% 153

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return