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Dogwood Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Dogwood 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
Q2 		– Sell
-34,623
Closed -$3.81M – 618
2024
Q1 		$3.81M Buy
34,623
+2,617
+8% +$275K 2.58% 12
2023
Q4 		$3.26M Buy
+32,006
New +$3.06M 2.55% 12

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $871B AUM 31.28% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Dogwood Wealth Management's ACWI Position: Q2 2024 in Review

Dogwood Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2024, closing a stake of 34,623 shares — an estimated $3.81M sold.

Dogwood Wealth Management first reported a position in ACWI in Q4 2023 and held it in 2 quarters. The position peaked at $3.81M in Q1 2024. 682 funds tracked by Wall St. Rank hold ACWI as of Q2 2024.

  • Dogwood Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 34,623 iShares MSCI ACWI ETF shares in Q2 2024, an estimated $3.81M.
  • Dogwood Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and held it in 2 quarters.
  • Dogwood Wealth Management's iShares MSCI ACWI ETF position peaked at $3.81M in Q1 2024.
  • 682 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.