IWM
ACWI icon

IHT Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

IHT 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
2024
Q1 		– Sell
-2,710
Closed -$276K – 1009
2023
Q4 		$276K Sell
2,710
-890
-25% -$85.1K 0.01% 799
2023
Q3 		$333K Buy
3,600
+177
+5% +$17K 0.02% 691
2023
Q2 		$328K Sell
3,423
-1,549
-31% -$144K 0.02% 685
2023
Q1 		$453K Sell
4,972
-1,511
-23% -$135K 0.03% 535
2022
Q4 		$550K Buy
+6,483
New +$546K 0.03% 461

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return