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

WealthShield 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 Q2	–	Sell	-286	Closed	-$26.1K	–	486
2023 Q1	$26.1K	Buy	+286	New	+$25.5K	﹤0.01%	407
2021 Q3	–	Sell	-485	Closed	-$49K	–	235
2021 Q2	$49K	Buy	485 +1	+0.2%	+$100	0.01%	474
2021 Q1	$46K	Sell	484 -3,716	-88%	-$349K	0.01%	471
2020 Q4	$381K	Sell	4,200 -1,906	-31%	-$163K	0.07%	208
2020 Q3	$488K	Buy	6,106 +735	+14%	+$58.2K	0.17%	133
2020 Q2	$396K	Buy	5,371 +3	+0.1%	+$209	0.18%	120
2020 Q1	$336K	Buy	5,368 +945	+21%	+$70K	0.21%	103
2019 Q4	$351K	Buy	4,423 +188	+4%	+$14.4K	0.17%	124
2019 Q3	$312K	Buy	+4,235	New	+$310K	0.17%	130
2019 Q2	–	Sell	-3,510	Closed	-$253K	–	224
2019 Q1	$253K	Buy	3,510 +171	+5%	+$11.9K	0.14%	120
2018 Q4	$214K	Buy	+3,339	New	+$229K	0.15%	118

Other funds holding ACWI

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

WealthShield Partners's ACWI Position: Q2 2023 in Review

WealthShield Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2023, closing a stake of 286 shares — an estimated $26.1K sold.

WealthShield Partners first reported a position in ACWI in Q4 2018 and held it in 11 quarters. The position peaked at $488K in Q3 2020. 599 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

WealthShield Partners reported no remaining iShares MSCI ACWI ETF position as of Q2 2023 after selling out during the quarter.
WealthShield Partners sold 286 iShares MSCI ACWI ETF shares in Q2 2023, an estimated $26.1K.
WealthShield Partners first reported a position in iShares MSCI ACWI ETF in Q4 2018 and held it in 11 quarters.
WealthShield Partners's iShares MSCI ACWI ETF position peaked at $488K in Q3 2020.
599 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.