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Lake Street Advisors Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lake Street Advisors Group’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 		$5.36M Buy
45,647
+67
+0.1% +$8.04K 0.25% 64
2024
Q3 		$5.45M Hold
45,580
– – 0.25% 57
2024
Q2 		$5.12M Sell
45,580
-82
-0.2% -$9.01K 0.25% 61
2024
Q1 		$5.03M Sell
45,662
-49
-0.1% -$5.14K 0.24% 67
2023
Q4 		$4.65M Sell
45,711
-487
-1% -$46.6K 0.23% 70
2023
Q3 		$4.27M Hold
46,198
– – 0.25% 66
2023
Q2 		$4.43M Buy
46,198
+11
+0% +$1.02K 0.24% 62
2023
Q1 		$4.21M Sell
46,187
-23
-0% -$2.05K 0.26% 60
2022
Q4 		$3.92M Buy
46,210
+8
+0% +$673 0.26% 61
2022
Q3 		$3.6M Hold
46,202
– – 0.26% 62
2022
Q2 		$3.88M Buy
46,202
+11
+0% +$1K 0.28% 53
2022
Q1 		$4.61M Sell
46,191
-97
-0.2% -$9.66K 0.29% 52
2021
Q4 		$4.9M Sell
46,288
-329
-0.7% -$34.4K 0.31% 51
2021
Q3 		$4.66M Buy
46,617
+24,459
+110% +$2.51M 0.5% 39
2021
Q2 		$2.29M Sell
22,158
-426
-2% -$42.5K 0.17% 62
2021
Q1 		$2.15M Buy
22,584
+433
+2% +$40.7K 0.17% 57
2020
Q4 		$2.01M Buy
22,151
+8
+0% +$683 0.17% 61
2020
Q3 		$1.77M Hold
22,143
– – 0.17% 62
2020
Q2 		$1.63M Buy
22,143
+9
+0% +$628 0.17% 59
2020
Q1 		$1.39M Hold
22,134
– – 0.17% 56
2019
Q4 		$1.75M Buy
22,134
+12
+0.1% +$917 0.17% 45
2019
Q3 		$1.63M Sell
22,122
-69
-0.3% -$5.06K 0.18% 40
2019
Q2 		$1.64M Buy
22,191
+2
+0% +$146 0.17% 39
2019
Q1 		$1.6M Sell
22,189
-4
-0% -$278 0.17% 41
2018
Q4 		$1.42M Sell
22,193
-7
-0% -$481 0.17% 40
2018
Q3 		$1.65M Hold
22,200
– – 0.18% 36
2018
Q2 		$1.58M Buy
22,200
+7,142
+47% +$518K 0.16% 46
2018
Q1 		$1.08M Sell
15,058
-25,702
-63% -$1.89M 0.12% 59
2017
Q4 		$2.94M Buy
+40,760
New +$2.88M 0.33% 28

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

Lake Street Advisors Group's ACWI Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares MSCI ACWI ETF (ACWI) stake by 0.15% in Q4 2024, buying an estimated $8.04K and bringing the position to 45,647 shares worth $5.36M. The position accounts for 0.25% of the portfolio, ranked #64.

Lake Street Advisors Group first reported a position in ACWI in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.45M in Q3 2024. 720 funds tracked by Wall St. Rank hold ACWI as of Q4 2024.

  • Lake Street Advisors Group held 45,647 shares of iShares MSCI ACWI ETF worth $5.36M as of Q4 2024.
  • Lake Street Advisors Group bought 67 iShares MSCI ACWI ETF shares in Q4 2024, an estimated $8.04K.
  • iShares MSCI ACWI ETF made up 0.25% of Lake Street Advisors Group's portfolio in Q4 2024, its #64 holding.
  • Lake Street Advisors Group first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's iShares MSCI ACWI ETF position peaked at $5.45M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.