Wipfli Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wipfli Financial Advisors’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 Q3	$77K	Buy	+990	New	+$85.5K	0.01%	857

Other funds holding ACWI

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MCM

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

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

CPCM

Cornerstone Partners Capital Management Charlottesville, Virginia $34.4M AUM 26.36% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Wipfli Financial Advisors's ACWI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares MSCI ACWI ETF (ACWI) in Q3 2022: 990 shares worth $77K. The stake represents 0.01% of the portfolio and ranks #857 among its holdings.

549 funds tracked by Wall St. Rank hold ACWI as of Q3 2022.

Wipfli Financial Advisors held 990 shares of iShares MSCI ACWI ETF worth $77K as of Q3 2022.
iShares MSCI ACWI ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares MSCI ACWI ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #857 holding.
549 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.