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Family Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Family Asset 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
Q3 		$21.5K Hold
180
– – 0.01% 162
2024
Q2 		$20.2K Hold
180
– – 0.01% 169
2024
Q1 		$19.8K Hold
180
– – 0.01% 151
2023
Q4 		$18.3K Hold
180
– – 0.01% 149
2023
Q3 		$16.6K Hold
180
– – 0.01% 147
2023
Q2 		$17.3K Hold
180
– – 0.01% 161
2023
Q1 		$16.4K Sell
180
-73
-29% -$6.51K 0.01% 151
2022
Q4 		$21.5K Buy
+253
New +$21.3K 0.02% 131

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

Family Asset Management's ACWI Position: Q3 2024 in Review

Family Asset Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2024 at 180 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #162.

Family Asset Management first reported a position in ACWI in Q4 2022 and has held it in 8 quarters since. 671 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • Family Asset Management held 180 shares of iShares MSCI ACWI ETF worth $21.5K as of Q3 2024.
  • Family Asset Management left its iShares MSCI ACWI ETF share count unchanged in Q3 2024.
  • iShares MSCI ACWI ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #162 holding.
  • Family Asset Management first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 8 quarters since.
  • 671 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.