JWWM
ACWI icon

Johnson & White Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Johnson & White 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
Q1 		– Sell
-11,117
Closed -$265K – 78
2022
Q4 		$265K Buy
+11,117
New +$936K 0.27% 65

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Johnson & White Wealth Management's ACWI Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2023, closing a stake of 11,117 shares — an estimated $265K sold.

Johnson & White Wealth Management first reported a position in ACWI in Q4 2022 and held it in 1 quarter. The position peaked at $265K in Q4 2022. 594 funds tracked by Wall St. Rank hold ACWI as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 11,117 iShares MSCI ACWI ETF shares in Q1 2023, an estimated $265K.
  • Johnson & White Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's iShares MSCI ACWI ETF position peaked at $265K in Q4 2022.
  • 594 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.