APA
ACWI icon

American Portfolios Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

American Portfolios 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 		$179K Sell
2,294
-79
-3% -$6.83K 0.01% 1057
2022
Q2 		$199K Sell
2,373
-495
-17% -$45.1K 0.01% 1047
2022
Q1 		$286K Sell
2,868
-1,361
-32% -$136K 0.01% 996
2021
Q4 		$447K Buy
4,229
+597
+16% +$62.4K 0.02% 789
2021
Q3 		$363K Buy
3,632
+285
+9% +$29.3K 0.01% 855
2021
Q2 		$339K Buy
3,347
+358
+12% +$35.7K 0.01% 899
2021
Q1 		$284K Sell
2,989
-3
-0.1% -$282 0.01% 887
2020
Q4 		$271K Sell
2,992
-39
-1% -$3.33K 0.01% 776
2020
Q3 		$242K Sell
3,031
-301
-9% -$23.8K 0.01% 729
2020
Q2 		$246K Sell
3,332
-2,068
-38% -$144K 0.02% 679
2020
Q1 		$338K Buy
5,400
+563
+12% +$41.7K 0.03% 478
2019
Q4 		$383K Buy
4,837
+18
+0.4% +$1.38K 0.03% 514
2019
Q3 		$355K Buy
4,819
+225
+5% +$16.5K 0.03% 514
2019
Q2 		$339K Buy
4,594
+1,191
+35% +$86.9K 0.03% 533
2019
Q1 		$246K Buy
3,403
+1,806
+113% +$126K 0.02% 579
2018
Q4 		$102K Sell
1,597
-40
-2% -$2.75K 0.01% 718
2018
Q3 		$122K Buy
1,637
+877
+115% +$64.1K 0.01% 756
2018
Q2 		$54.1K Sell
760
-275
-27% -$19.9K 0.01% 1039
2018
Q1 		$74.2K Hold
1,035
– – 0.01% 865
2017
Q4 		$74.6K Buy
+1,035
New +$73.2K 0.01% 840

Other funds holding ACWI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
ST
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
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

American Portfolios Advisors's ACWI Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 3.3% in Q3 2022, selling an estimated $6.83K and leaving 2,294 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #1057.

American Portfolios Advisors first reported a position in ACWI in Q4 2017 and has held it in 20 quarters since. The position peaked at $447K in Q4 2021. 549 funds tracked by Wall St. Rank hold ACWI as of Q3 2022.

  • American Portfolios Advisors held 2,294 shares of iShares MSCI ACWI ETF worth $179K as of Q3 2022.
  • American Portfolios Advisors sold 79 iShares MSCI ACWI ETF shares in Q3 2022, an estimated $6.83K.
  • iShares MSCI ACWI ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1057 holding.
  • American Portfolios Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares MSCI ACWI ETF position peaked at $447K in Q4 2021.
  • 549 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.