Annapolis Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Annapolis Financial Services’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	$3.35K	Hold	28	–	–	﹤0.01%	336
2024 Q2	$3.15K	Hold	28	–	–	﹤0.01%	329
2024 Q1	$3.08K	Hold	28	–	–	﹤0.01%	325
2023 Q4	$2.85K	Hold	28	–	–	﹤0.01%	421
2023 Q3	$2.59K	Hold	28	–	–	﹤0.01%	424
2023 Q2	$2.69K	Hold	28	–	–	﹤0.01%	427
2023 Q1	$2.55K	Hold	28	–	–	﹤0.01%	393
2022 Q4	$2.38K	Hold	28	–	–	﹤0.01%	387
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	451
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	381
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	380
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	384
2021 Q3	$3K	Hold	28	–	–	﹤0.01%	369
2021 Q2	$3K	Hold	28	–	–	﹤0.01%	348
2021 Q1	$3K	Hold	28	–	–	﹤0.01%	331
2020 Q4	$3K	Buy	+28	New	+$2.39K	﹤0.01%	335

Other funds holding ACWI

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 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 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 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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Annapolis Financial Services's ACWI Position: Q3 2024 in Review

Annapolis Financial Services held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2024 at 28 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Annapolis Financial Services first reported a position in ACWI in Q4 2020 and has held it in 16 quarters since. 671 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

Annapolis Financial Services held 28 shares of iShares MSCI ACWI ETF worth $3.35K as of Q3 2024.
Annapolis Financial Services left its iShares MSCI ACWI ETF share count unchanged in Q3 2024.
iShares MSCI ACWI ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #336 holding.
Annapolis Financial Services first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 16 quarters since.
671 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.