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Consolidated Planning Corp’s iShares MSCI ACWI ETF ACWI Stock Holding History

Consolidated Planning Corp’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
-1,998
Closed -$225K – 198
2024
Q2 		$225K Sell
1,998
-8
-0.4% -$879 0.04% 174
2024
Q1 		$221K Sell
2,006
-122
-6% -$12.8K 0.04% 176
2023
Q4 		$217K Sell
2,128
-319
-13% -$30.5K 0.04% 158
2023
Q3 		$226K Sell
2,447
-1,611
-40% -$155K 0.05% 140
2023
Q2 		$389K Buy
+4,058
New +$377K 0.08% 121

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Consolidated Planning Corp's ACWI Position: Q3 2024 in Review

Consolidated Planning Corp sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2024, closing a stake of 1,998 shares — an estimated $225K sold.

Consolidated Planning Corp first reported a position in ACWI in Q2 2023 and held it in 5 quarters. The position peaked at $389K in Q2 2023. 671 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • Consolidated Planning Corp reported no remaining iShares MSCI ACWI ETF position as of Q3 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,998 iShares MSCI ACWI ETF shares in Q3 2024, an estimated $225K.
  • Consolidated Planning Corp first reported a position in iShares MSCI ACWI ETF in Q2 2023 and held it in 5 quarters.
  • Consolidated Planning Corp's iShares MSCI ACWI ETF position peaked at $389K in Q2 2023.
  • 671 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on Consolidated Planning Corp's 13F filing for Q3 2024, filed 31 Oct 2024.