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Brass Tax Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Brass Tax Wealth 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
2024
Q3 		– Sell
-157,485
Closed -$17.7M – 202
2024
Q2 		$17.7M Buy
+157,485
New +$17.3M 3.47% 10

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Brass Tax Wealth Management's ACWI Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2024, closing a stake of 157,485 shares — an estimated $17.7M sold.

Brass Tax Wealth Management first reported a position in ACWI in Q2 2024 and held it in 1 quarter. The position peaked at $17.7M in Q2 2024. 672 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 157,485 iShares MSCI ACWI ETF shares in Q3 2024, an estimated $17.7M.
  • Brass Tax Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's iShares MSCI ACWI ETF position peaked at $17.7M in Q2 2024.
  • 672 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.