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GHP Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

GHP Investment Advisors’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
-24
Closed -$2.7K – 969
2024
Q2 		$2.7K Buy
+24
New +$2.64K ﹤0.01% 831
2023
Q1 		– Sell
-498
Closed -$42.3K – 919
2022
Q4 		$42.3K Hold
498
– – ﹤0.01% 506
2022
Q3 		$39K Hold
498
– – ﹤0.01% 507
2022
Q2 		$42K Hold
498
– – ﹤0.01% 501
2022
Q1 		$50K Buy
+498
New +$49.6K ﹤0.01% 497

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $1.15T AUM 47.82% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

GHP Investment Advisors's ACWI Position: Q3 2024 in Review

GHP Investment Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2024, closing a stake of 24 shares — an estimated $2.7K sold.

GHP Investment Advisors first reported a position in ACWI in Q1 2022 and held it in 5 quarters. The position peaked at $50K in Q1 2022. 672 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • GHP Investment Advisors reported no remaining iShares MSCI ACWI ETF position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 24 iShares MSCI ACWI ETF shares in Q3 2024, an estimated $2.7K.
  • GHP Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2022 and held it in 5 quarters.
  • GHP Investment Advisors's iShares MSCI ACWI ETF position peaked at $50K in Q1 2022.
  • 672 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.