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JP Morgan Private Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$32.4M Sell
350,729
-13,135
-4% -$1.26M 0.09% 210
2023
Q2 		$34.9M Sell
363,864
-78,861
-18% -$7.32M 0.18% 111
2023
Q1 		$40.4M Sell
442,725
-65,674
-13% -$5.86M 0.09% 211
2022
Q4 		$43.2M Buy
508,399
+161,432
+47% +$13.6M 0.1% 197
2022
Q3 		$27M Buy
346,967
+43,978
+15% +$3.8M 0.07% 243
2022
Q2 		$25.4M Buy
302,989
+20,472
+7% +$1.86M 0.07% 259
2022
Q1 		$28.2M Buy
282,517
+92,342
+49% +$9.2M 0.06% 268
2021
Q4 		$20.1M Buy
190,175
+7,310
+4% +$764K 0.04% 309
2021
Q3 		$18.3M Buy
182,865
+51,500
+39% +$5.29M 0.04% 324
2021
Q2 		$13.3M Buy
131,365
+2,511
+2% +$250K 0.03% 378
2021
Q1 		$12.3M Sell
128,854
-8,615
-6% -$809K 0.04% 344
2020
Q4 		$12.5M Buy
137,469
+2,140
+2% +$183K 0.04% 333
2020
Q3 		$10.8M Buy
135,329
+1,208
+0.9% +$95.7K 0.04% 316
2020
Q2 		$9.89M Sell
134,121
-23,035
-15% -$1.61M 0.05% 287
2020
Q1 		$9.83M Sell
157,156
-189,207
-55% -$14M 0.06% 265
2019
Q4 		$27.4M Buy
346,363
+4,782
+1% +$366K 0.12% 164
2019
Q3 		$25.2M Sell
341,581
-419,225
-55% -$30.7M 0.13% 154
2019
Q2 		$56.1M Sell
760,806
-1,566,802
-67% -$114M 0.31% 84
2019
Q1 		$168M Sell
2,327,608
-179,348
-7% -$12.5M 0.88% 22
2018
Q4 		$161M Buy
2,506,956
+23,789
+1% +$1.63M 0.98% 20
2018
Q3 		$184M Buy
2,483,167
+582,584
+31% +$42.6M 0.9% 20
2018
Q2 		$135M Buy
+1,900,583
New +$138M 0.76% 21
2018
Q1 		– Sell
-1,756,962
Closed -$127M – 1296
2017
Q4 		$127M Buy
1,756,962
+6,068
+0.3% +$429K 0.83% 24
2017
Q3 		$120M Buy
1,750,894
+6,991
+0.4% +$470K 0.87% 19
2017
Q2 		$114M Sell
1,743,903
-52,908
-3% -$3.43M 0.87% 20
2017
Q1 		$114M Buy
1,796,811
+94,385
+6% +$5.84M 0.88% 21
2016
Q4 		$101M Buy
1,702,426
+99,380
+6% +$5.83M 0.88% 22
2016
Q3 		$94.7M Sell
1,603,046
-4,318
-0.3% -$252K 0.88% 22
2016
Q2 		$90.4M Sell
1,607,364
-162,168
-9% -$9.15M 0.88% 21
2016
Q1 		$99.2M Sell
1,769,532
-83,879
-5% -$4.45M 0.95% 19
2015
Q4 		$103M Sell
1,853,411
-263,278
-12% -$15.1M 1.06% 17
2015
Q3 		$114M Buy
+2,116,689
New +$122M 1.43% 8
2015
Q2 		– Sell
-2,191,824
Closed -$132M – 1043
2015
Q1 		$132M Sell
2,191,824
-248,203
-10% -$14.8M 1.5% 7
2014
Q4 		$143M Sell
2,440,027
-138,483
-5% -$8.14M 1.7% 4
2014
Q3 		$152M Buy
+2,578,510
New +$155M 1.95% 3

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ACWI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 3.6% in Q3 2023, selling an estimated $1.26M and leaving 350,729 shares worth $32.4M. The position accounts for 0.09% of the portfolio, ranked #210.

JP Morgan Private Wealth Advisors first reported a position in ACWI in Q3 2014 and has held it in 35 quarters since. The position peaked at $184M in Q3 2018. 603 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 350,729 shares of iShares MSCI ACWI ETF worth $32.4M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 13,135 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $1.26M.
  • iShares MSCI ACWI ETF made up 0.09% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #210 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2014 and has held it in 35 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI ACWI ETF position peaked at $184M in Q3 2018.
  • 603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.