Adroit Compliance’s iShares MSCI ACWI ETF ACWI Stock Holding History

Adroit Compliance’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 Q4	$2.48M	Buy	+24,412	New	+$2.34M	0.52%	23

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

MCM

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Adroit Compliance's ACWI Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares MSCI ACWI ETF (ACWI) in Q4 2023: 24,412 shares worth $2.48M. The stake represents 0.52% of the portfolio and ranks #23 among its holdings.

685 funds tracked by Wall St. Rank hold ACWI as of Q4 2023.

Adroit Compliance held 24,412 shares of iShares MSCI ACWI ETF worth $2.48M as of Q4 2023.
iShares MSCI ACWI ETF was a new Adroit Compliance position in Q4 2023.
iShares MSCI ACWI ETF made up 0.52% of Adroit Compliance's portfolio in Q4 2023, its #23 holding.
685 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.