AA
ACWI icon

Axiom Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Axiom Advisory’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 		$3.28M Buy
28,600
+9,951
+53% +$1.14M 0.03% 78
2024
Q2 		$2.05M Buy
+18,649
New +$2.05M 0.02% 105

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

Axiom Advisory's ACWI Position: Q3 2024 in Review

Axiom Advisory increased its iShares MSCI ACWI ETF (ACWI) stake by 53% in Q3 2024, buying an estimated $1.14M and bringing the position to 28,600 shares worth $3.28M. The position accounts for 0.03% of the portfolio, ranked #78.

Axiom Advisory first reported a position in ACWI in Q2 2024 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • Axiom Advisory held 28,600 shares of iShares MSCI ACWI ETF worth $3.28M as of Q3 2024.
  • Axiom Advisory bought 9,951 iShares MSCI ACWI ETF shares in Q3 2024, an estimated $1.14M.
  • iShares MSCI ACWI ETF made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #78 holding.
  • Axiom Advisory first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.