Glass Jacobson Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Glass Jacobson 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 Q2	–	Sell	-20	Closed	-$2.2K	–	761
2024 Q1	$2.2K	Hold	20	–	–	﹤0.01%	675
2023 Q4	$2.04K	Hold	20	–	–	﹤0.01%	650
2023 Q3	$1.85K	Hold	20	–	–	﹤0.01%	641
2023 Q2	$1.92K	Buy	+20	New	+$1.86K	﹤0.01%	648
2022 Q4	$1.7K	Buy	+20	New	+$1.68K	﹤0.01%	679

Other funds holding ACWI

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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

Glass Jacobson Investment Advisors's ACWI Position: Q2 2024 in Review

Glass Jacobson Investment Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2024, closing a stake of 20 shares — an estimated $2.2K sold.

Glass Jacobson Investment Advisors first reported a position in ACWI in Q4 2022 and held it in 5 quarters. The position peaked at $2.2K in Q1 2024. 683 funds tracked by Wall St. Rank hold ACWI as of Q2 2024.

Glass Jacobson Investment Advisors reported no remaining iShares MSCI ACWI ETF position as of Q2 2024 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 20 iShares MSCI ACWI ETF shares in Q2 2024, an estimated $2.2K.
Glass Jacobson Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 5 quarters.
Glass Jacobson Investment Advisors's iShares MSCI ACWI ETF position peaked at $2.2K in Q1 2024.
683 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.