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Kelman-Lazarov Inc’s iShares MSCI ACWI ETF ACWI Stock Holding History

Kelman-Lazarov Inc’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
Q3 		– Sell
-7,140
Closed -$803K – 110
2024
Q2 		$803K Buy
+7,140
New +$785K 0.15% 54

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Kelman-Lazarov Inc's ACWI Position: Q3 2024 in Review

Kelman-Lazarov Inc sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2024, closing a stake of 7,140 shares — an estimated $803K sold.

Kelman-Lazarov Inc first reported a position in ACWI in Q2 2024 and held it in 1 quarter. The position peaked at $803K in Q2 2024. 671 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • Kelman-Lazarov Inc reported no remaining iShares MSCI ACWI ETF position as of Q3 2024 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 7,140 iShares MSCI ACWI ETF shares in Q3 2024, an estimated $803K.
  • Kelman-Lazarov Inc first reported a position in iShares MSCI ACWI ETF in Q2 2024 and held it in 1 quarter.
  • Kelman-Lazarov Inc's iShares MSCI ACWI ETF position peaked at $803K in Q2 2024.
  • 671 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2024, filed 8 Nov 2024.