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Buckingham Strategic Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$6.36M Buy
56,570
+2,608
+5% +$287K 0.07% 130
2024
Q1 		$5.94M Buy
53,962
+2,523
+5% +$265K 0.06% 135
2023
Q4 		$5.23M Sell
51,439
-2,408
-4% -$230K 0.06% 138
2023
Q3 		$4.97M Sell
53,847
-7,694
-13% -$738K 0.07% 132
2023
Q2 		$5.9M Buy
61,541
+12,360
+25% +$1.15M 0.08% 121
2023
Q1 		$4.17M Hold
49,181
– – 0.08% 124
2022
Q4 		$4.17M Buy
49,181
+1,216
+3% +$102K 0.08% 124
2022
Q3 		$3.73M Buy
47,965
+15,779
+49% +$1.36M 0.08% 122
2022
Q2 		$2.7M Buy
32,186
+8,771
+37% +$798K 0.05% 153
2022
Q1 		$2.34M Buy
23,415
+346
+1% +$34.5K 0.05% 164
2021
Q4 		$2.44M Buy
23,069
+144
+0.6% +$15K 0.05% 162
2021
Q3 		$2.29M Buy
22,925
+1,094
+5% +$112K 0.05% 162
2021
Q2 		$2.21M Sell
21,831
-194
-0.9% -$19.3K 0.05% 160
2021
Q1 		$2.1M Buy
22,025
+435
+2% +$40.9K 0.1% 146
2020
Q4 		$1.96M Buy
21,590
+636
+3% +$54.3K 0.1% 145
2020
Q3 		$1.68M Sell
20,954
-63
-0.3% -$4.99K 0.13% 127
2020
Q2 		$1.55M Sell
21,017
-6,981
-25% -$487K 0.15% 111
2020
Q1 		$1.75M Buy
27,998
+21,119
+307% +$1.56M 0.17% 102
2019
Q4 		$545K Buy
6,879
+265
+4% +$20.3K 0.05% 228
2019
Q3 		$488K Sell
6,614
-1,269
-16% -$93K 0.05% 235
2019
Q2 		$581K Sell
7,883
-3,944
-33% -$288K 0.06% 221
2019
Q1 		$853K Sell
11,827
-3,884
-25% -$270K 0.11% 153
2018
Q4 		$1.01M Buy
15,711
+10,182
+184% +$699K 0.15% 114
2018
Q3 		$411K Buy
5,529
+242
+5% +$17.7K 0.06% 221
2018
Q2 		$376K Buy
5,287
+104
+2% +$7.54K 0.06% 228
2018
Q1 		$372K Buy
5,183
+599
+13% +$44.1K 0.07% 203
2017
Q4 		$330K Buy
4,584
+244
+6% +$17.3K 0.07% 223
2017
Q3 		$299K Buy
+4,340
New +$292K 0.07% 227
2016
Q1 		– Sell
-3,658
Closed -$204K – 238
2015
Q4 		$204K Buy
+3,658
New +$209K 0.07% 188

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

Buckingham Strategic Wealth's ACWI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 4.8% in Q2 2024, buying an estimated $287K and bringing the position to 56,570 shares worth $6.36M. The position accounts for 0.07% of the portfolio, ranked #130.

Buckingham Strategic Wealth first reported a position in ACWI in Q4 2015 and has held it in 29 quarters since. 683 funds tracked by Wall St. Rank hold ACWI as of Q2 2024.

  • Buckingham Strategic Wealth held 56,570 shares of iShares MSCI ACWI ETF worth $6.36M as of Q2 2024.
  • Buckingham Strategic Wealth bought 2,608 iShares MSCI ACWI ETF shares in Q2 2024, an estimated $287K.
  • iShares MSCI ACWI ETF made up 0.07% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #130 holding.
  • Buckingham Strategic Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2015 and has held it in 29 quarters since.
  • 683 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.