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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 $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

IHT Wealth Management's ACWI Position: Q1 2024 in Review

IHT Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2024, closing a stake of 2,710 shares — an estimated $276K sold.

IHT Wealth Management first reported a position in ACWI in Q4 2022 and held it in 5 quarters. The position peaked at $550K in Q4 2022. 659 funds tracked by Wall St. Rank hold ACWI as of Q1 2024.

  • IHT Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2024 after selling out during the quarter.
  • IHT Wealth Management sold 2,710 iShares MSCI ACWI ETF shares in Q1 2024, an estimated $276K.
  • IHT Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 5 quarters.
  • IHT Wealth Management's iShares MSCI ACWI ETF position peaked at $550K in Q4 2022.
  • 659 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.