Level Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-353	Closed	-$36K	–	77
2023 Q4	$36K	Buy	353 +3	+0.9%	+$287	0.02%	133
2023 Q3	$32.3K	Hold	350	–	–	0.02%	131
2023 Q2	$33.6K	Buy	+350	New	+$32.5K	0.02%	126

Other funds holding ACWI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MCM

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

JHU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

PEGL

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Level Financial Advisors's ACWI Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2024, closing a stake of 353 shares — an estimated $36K sold.

Level Financial Advisors first reported a position in ACWI in Q2 2023 and held it in 3 quarters. The position peaked at $36K in Q4 2023. 659 funds tracked by Wall St. Rank hold ACWI as of Q1 2024.

Level Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 353 iShares MSCI ACWI ETF shares in Q1 2024, an estimated $36K.
Level Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2023 and held it in 3 quarters.
Level Financial Advisors's iShares MSCI ACWI ETF position peaked at $36K in Q4 2023.
659 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.