J2 Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

J2 Capital 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
2025 Q1	–	Sell	-2,000	Closed	-$235K	–	105
2024 Q4	$235K	Buy	+2,000	New	+$240K	0.22%	101
2023 Q3	$208K	Sell	2,255 -35	-2%	-$3.36K	0.26%	93
2023 Q2	$220K	Hold	2,290	–	–	0.26%	94
2023 Q1	$209K	Buy	+2,290	New	+$204K	0.32%	87
2022 Q3	–	Sell	-2,722	Closed	-$228K	–	76
2022 Q2	$228K	Sell	2,722 -65	-2%	-$5.92K	0.35%	76
2022 Q1	$278K	Hold	2,787	–	–	0.3%	77
2021 Q4	$295K	Buy	+2,787	New	+$291K	0.28%	82

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return