Peak Financial Advisors LLC Ishares Msci Acwi ETF Transaction History

Peak Financial Advisors LLC

$156 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	SELL	$90.5 - $96.36 $7,783 - $8,286	-86 Reduced 1.51%	5,612 $538,000
Q1 2023 Apr 18, 2023	SELL	$84.9 - $92.93 $254 - $278	-3 Reduced 0.05%	5,698 $519,000
Q3 2022 Oct 26, 2022	SELL	$77.83 - $92.7 $200,100 - $238,331	-2,571 Reduced 31.08%	5,701 $444,000
Q2 2022 Jul 14, 2022	SELL	$81.93 - $101.4 $1,966 - $2,433	-24 Reduced 0.29%	8,272 $694,000
Q4 2021 Jan 19, 2022	SELL	$99.52 - $107.23 $9,553 - $10,294	-96 Reduced 1.14%	8,296 $878,000
Q3 2021 Oct 12, 2021	SELL	$99.44 - $105.29 $198 - $210	-2 Reduced 0.02%	8,392 $839,000
Q2 2021 Jul 26, 2021	SELL	$96.39 - $101.59 $153,163 - $161,426	-1,589 Reduced 15.92%	8,394 $849,000
Q1 2021 May 11, 2021	SELL	$90.22 - $96.52 $432,063 - $462,234	-4,789 Reduced 32.42%	9,983 $950,000
Q4 2020 Feb 02, 2021	BUY	$78.14 - $90.72 $1.15 Million - $1.34 Million	14,772 New	14,772 $1.34 Million

Others Institutions Holding ACWI

# of Institutions

789

Shares Held

78.2M

Call Options Held

238K

Put Options Held

843K

Morgan Stanley New York, NY

7.28M
Shares

$900 Million
0.06% of portfolio
Johns Hopkins University Baltimore, MD

3.85M
Shares

$476 Million
17.02% of portfolio
Oversea Chinese Banking Corp LTD Great Eastern Centre, U0

2.4M
Shares

$296 Million
8.3% of portfolio
Mkp Capital Management, L.L.C. New York, NY

2.24M
Shares

$277 Million
12.97% of portfolio
P/E Global LLC

2.23M
Shares

$276 Million
58.95% of portfolio

About ISHARES MSCI ACWI ETF

Ticker ACWI
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