Baldrige Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Baldrige Asset Management’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 Q1	$95K	Hold	1,044	–	–	0.04%	147
2022 Q4	$89K	Hold	1,044	–	–	0.04%	147
2022 Q3	$81K	Hold	1,044	–	–	0.04%	146
2022 Q2	$88K	Hold	1,044	–	–	0.04%	144
2022 Q1	$104K	Sell	1,044 -32	-3%	-$3.19K	0.04%	139
2021 Q4	$114K	Hold	1,076	–	–	0.04%	128
2021 Q3	$108K	Hold	1,076	–	–	0.05%	123
2021 Q2	$109K	Buy	+1,076	New	+$107K	0.05%	124

Other funds holding ACWI

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

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

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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

Baldrige Asset Management's ACWI Position: Q1 2023 in Review

Baldrige Asset Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2023 at 1,044 shares worth $95K. The position accounts for 0.04% of the portfolio, ranked #147.

Baldrige Asset Management first reported a position in ACWI in Q2 2021 and has held it in 8 quarters since. The position peaked at $114K in Q4 2021. 593 funds tracked by Wall St. Rank hold ACWI as of Q1 2023.

Baldrige Asset Management held 1,044 shares of iShares MSCI ACWI ETF worth $95K as of Q1 2023.
Baldrige Asset Management left its iShares MSCI ACWI ETF share count unchanged in Q1 2023.
iShares MSCI ACWI ETF made up 0.04% of Baldrige Asset Management's portfolio in Q1 2023, its #147 holding.
Baldrige Asset Management first reported a position in iShares MSCI ACWI ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares MSCI ACWI ETF position peaked at $114K in Q4 2021.
593 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.