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Edge Capital Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Edge Capital Group’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 		$573K Buy
4,878
+564
+13% +$67.7K 0.03% 200
2024
Q3 		$516K Buy
4,314
+174
+4% +$19.9K 0.02% 208
2024
Q2 		$465K Buy
4,140
+6
+0.1% +$660 0.02% 216
2024
Q1 		$455K Buy
4,134
+128
+3% +$13.4K 0.02% 213
2023
Q4 		$408K Sell
4,006
-490
-11% -$46.9K 0.02% 218
2023
Q3 		$415K Sell
4,496
-572
-11% -$54.9K 0.03% 203
2023
Q2 		$486K Sell
5,068
-4
-0.1% -$371 0.03% 218
2023
Q1 		$462K Hold
5,072
– – 0.03% 214
2022
Q4 		$431K Sell
5,072
-201
-4% -$16.9K 0.03% 206
2022
Q3 		$410K Hold
5,273
– – 0.03% 197
2022
Q2 		$442K Sell
5,273
-249
-5% -$22.7K 0.04% 199
2022
Q1 		$551K Sell
5,522
-7,391
-57% -$736K 0.04% 189
2021
Q4 		$1.37M Sell
12,913
-36
-0.3% -$3.76K 0.1% 125
2021
Q3 		$1.29M Buy
12,949
+109
+0.8% +$11.2K 0.1% 120
2021
Q2 		$1.3M Buy
12,840
+240
+2% +$23.9K 0.1% 120
2021
Q1 		$1.2M Sell
12,600
-51,714
-80% -$4.86M 0.1% 120
2020
Q4 		$5.83M Sell
64,314
-33,073
-34% -$2.83M 0.49% 51
2020
Q3 		$7.78M Sell
97,387
-44,164
-31% -$3.5M 0.78% 28
2020
Q2 		$10.4M Buy
141,551
+16,653
+13% +$1.16M 1.09% 15
2020
Q1 		$7.82M Sell
124,898
-30,676
-20% -$2.27M 0.93% 23
2019
Q4 		$12.3M Buy
155,574
+551
+0.4% +$42.1K 1.2% 14
2019
Q3 		$11.4M Buy
155,023
+2,602
+2% +$191K 1.16% 13
2019
Q2 		$11.2M Buy
152,421
+437
+0.3% +$31.9K 1.08% 15
2019
Q1 		$11M Sell
151,984
-2,722
-2% -$189K 1.08% 16
2018
Q4 		$9.93M Buy
+154,706
New +$10.6M 1.08% 17

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
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Edge Capital Group's ACWI Position: Q4 2024 in Review

Edge Capital Group increased its iShares MSCI ACWI ETF (ACWI) stake by 13% in Q4 2024, buying an estimated $67.7K and bringing the position to 4,878 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #200.

Edge Capital Group first reported a position in ACWI in Q4 2018 and has held it in 25 quarters since. The position peaked at $12.3M in Q4 2019. 720 funds tracked by Wall St. Rank hold ACWI as of Q4 2024.

  • Edge Capital Group held 4,878 shares of iShares MSCI ACWI ETF worth $573K as of Q4 2024.
  • Edge Capital Group bought 564 iShares MSCI ACWI ETF shares in Q4 2024, an estimated $67.7K.
  • iShares MSCI ACWI ETF made up 0.03% of Edge Capital Group's portfolio in Q4 2024, its #200 holding.
  • Edge Capital Group first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares MSCI ACWI ETF position peaked at $12.3M in Q4 2019.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.