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All Season Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

All Season 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
2024
Q3 		$4.28M Buy
35,824
+18,351
+105% +$2.1M 3.65% 8
2024
Q2 		$1.96M Buy
17,473
+5,120
+41% +$563K 1.78% 18
2024
Q1 		$1.36M Buy
12,353
+2,951
+31% +$310K 1.13% 23
2023
Q4 		$957K Buy
+9,402
New +$899K 0.81% 31

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

All Season Financial Advisors's ACWI Position: Q3 2024 in Review

All Season Financial Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 105% in Q3 2024, buying an estimated $2.1M and bringing the position to 35,824 shares worth $4.28M. The position accounts for 3.65% of the portfolio, ranked #8.

All Season Financial Advisors first reported a position in ACWI in Q4 2023 and has held it in 4 quarters since. 671 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • All Season Financial Advisors held 35,824 shares of iShares MSCI ACWI ETF worth $4.28M as of Q3 2024.
  • All Season Financial Advisors bought 18,351 iShares MSCI ACWI ETF shares in Q3 2024, an estimated $2.1M.
  • iShares MSCI ACWI ETF made up 3.65% of All Season Financial Advisors's portfolio in Q3 2024, its #8 holding.
  • All Season Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 4 quarters since.
  • 671 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.