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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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.