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World Equity Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

World Equity Group’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
-11,960
Closed -$1.19M – 333
2022
Q1 		$1.19M Buy
+11,960
New +$1.19M 0.26% 107

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global Investments
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
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

World Equity Group's ACWI Position: Q2 2022 in Review

World Equity Group sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2022, closing a stake of 11,960 shares — an estimated $1.19M sold.

World Equity Group first reported a position in ACWI in Q1 2022 and held it in 1 quarter. The position peaked at $1.19M in Q1 2022. 562 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

  • World Equity Group reported no remaining iShares MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
  • World Equity Group sold 11,960 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $1.19M.
  • World Equity Group first reported a position in iShares MSCI ACWI ETF in Q1 2022 and held it in 1 quarter.
  • World Equity Group's iShares MSCI ACWI ETF position peaked at $1.19M in Q1 2022.
  • 562 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.