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Beacon Capital Management Inc (Ohio)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		– Sell
-29
Closed -$2.46K – 92
2022
Q4 		$2.46K Buy
+29
New +$2.44K ﹤0.01% 69

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Hudson Bay Capital Management
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ST
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IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BNP Paribas Financial Markets
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Beacon Capital Management Inc (Ohio)'s ACWI Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2023, closing a stake of 29 shares — an estimated $2.46K sold.

Beacon Capital Management Inc (Ohio) first reported a position in ACWI in Q4 2022 and held it in 1 quarter. The position peaked at $2.46K in Q4 2022. 594 funds tracked by Wall St. Rank hold ACWI as of Q1 2023.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares MSCI ACWI ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 29 iShares MSCI ACWI ETF shares in Q1 2023, an estimated $2.46K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s iShares MSCI ACWI ETF position peaked at $2.46K in Q4 2022.
  • 594 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.