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Innova Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Innova Wealth Partners’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
Q4 		– Sell
-44,887
Closed -$5.37M – 92
2024
Q3 		$5.37M Buy
+44,887
New +$5.14M 4.42% 5

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Innova Wealth Partners's ACWI Position: Q4 2024 in Review

Innova Wealth Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2024, closing a stake of 44,887 shares — an estimated $5.37M sold.

Innova Wealth Partners first reported a position in ACWI in Q3 2024 and held it in 1 quarter. The position peaked at $5.37M in Q3 2024. 720 funds tracked by Wall St. Rank hold ACWI as of Q4 2024.

  • Innova Wealth Partners reported no remaining iShares MSCI ACWI ETF position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 44,887 iShares MSCI ACWI ETF shares in Q4 2024, an estimated $5.37M.
  • Innova Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's iShares MSCI ACWI ETF position peaked at $5.37M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.