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Compass Investment Advisers’s iShares MSCI ACWI ETF ACWI Stock Holding History

Compass Investment Advisers’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
Q4 		$562K Buy
+4,780
New +$574K 1.63% 13

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
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Compass Investment Advisers's ACWI Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in iShares MSCI ACWI ETF (ACWI) in Q4 2024: 4,780 shares worth $562K. The stake represents 1.63% of the portfolio and ranks #13 among its holdings.

720 funds tracked by Wall St. Rank hold ACWI as of Q4 2024.

  • Compass Investment Advisers held 4,780 shares of iShares MSCI ACWI ETF worth $562K as of Q4 2024.
  • iShares MSCI ACWI ETF was a new Compass Investment Advisers position in Q4 2024.
  • iShares MSCI ACWI ETF made up 1.63% of Compass Investment Advisers's portfolio in Q4 2024, its #13 holding.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.