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Life Planning Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Life Planning Partners’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
-223
Closed -$22.7K – 64
2023
Q4 		$22.7K Buy
+223
New +$21.3K 0.02% 132
2022
Q3 		$19.4K Hold
249
– – 0.02% 122
2022
Q2 		$20K Hold
249
– – 0.02% 120
2022
Q1 		$25K Hold
249
– – 0.03% 109
2021
Q4 		$27K Buy
+249
New +$26K 0.03% 107

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

Life Planning Partners's ACWI Position: Q1 2024 in Review

Life Planning Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2024, closing a stake of 223 shares — an estimated $22.7K sold.

Life Planning Partners first reported a position in ACWI in Q4 2021 and held it in 5 quarters. The position peaked at $27K in Q4 2021. 659 funds tracked by Wall St. Rank hold ACWI as of Q1 2024.

  • Life Planning Partners reported no remaining iShares MSCI ACWI ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 223 iShares MSCI ACWI ETF shares in Q1 2024, an estimated $22.7K.
  • Life Planning Partners first reported a position in iShares MSCI ACWI ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares MSCI ACWI ETF position peaked at $27K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.