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ICA Group Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

ICA Group 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
2023
Q3 		– Sell
-40
Closed -$3.84K – 245
2023
Q2 		$3.84K Sell
40
-18
-31% -$1.67K ﹤0.01% 1031
2023
Q1 		$5.29K Hold
58
– – ﹤0.01% 941
2022
Q4 		$5.29K Buy
+58
New +$4.88K ﹤0.01% 951

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ICA Group Wealth Management's ACWI Position: Q3 2023 in Review

ICA Group Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2023, closing a stake of 40 shares — an estimated $3.84K sold.

ICA Group Wealth Management first reported a position in ACWI in Q4 2022 and held it in 3 quarters. The position peaked at $5.29K in Q4 2022. 603 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

  • ICA Group Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 40 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $3.84K.
  • ICA Group Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's iShares MSCI ACWI ETF position peaked at $5.29K in Q4 2022.
  • 603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.