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

MCM

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WealthPLAN Partners's ACWI Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2023, closing a stake of 514 shares — an estimated $49.3K sold.

WealthPLAN Partners first reported a position in ACWI in Q4 2018 and held it in 7 quarters. The position peaked at $1.61M in Q3 2019. 603 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

WealthPLAN Partners reported no remaining iShares MSCI ACWI ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 514 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $49.3K.
WealthPLAN Partners first reported a position in iShares MSCI ACWI ETF in Q4 2018 and held it in 7 quarters.
WealthPLAN Partners's iShares MSCI ACWI ETF position peaked at $1.61M in Q3 2019.
603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.