Madison Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Madison Wealth Management’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
2023 Q3	$1.82M	Sell	19,752 -3,075	-13%	-$295K	0.38%	74
2023 Q2	$2.19M	Sell	22,827 -62	-0.3%	-$5.75K	0.44%	71
2023 Q1	$2.09M	Sell	22,889 -46	-0.2%	-$4.1K	0.45%	71
2022 Q4	$1.95M	Sell	22,935 -1,649	-7%	-$139K	0.44%	69
2022 Q3	$1.91M	Buy	24,584 +1,516	+7%	+$131K	0.47%	63
2022 Q2	$1.94M	Buy	23,068 +13,526	+142%	+$1.23M	0.47%	62
2022 Q1	$952K	Buy	9,542 +2,511	+36%	+$250K	0.2%	93
2021 Q4	$744K	Buy	7,031 +601	+9%	+$62.8K	0.15%	96
2021 Q3	$642K	Buy	6,430 +95	+1%	+$9.75K	0.14%	101
2021 Q2	$641K	Buy	6,335 +2,165	+52%	+$216K	0.14%	100
2021 Q1	$397K	Sell	4,170 -408	-9%	-$38.3K	0.1%	115
2020 Q4	$415K	Buy	4,578 +250	+6%	+$21.4K	0.11%	105
2020 Q3	$346K	Sell	4,328 -357	-8%	-$28.3K	0.1%	103
2020 Q2	$345K	Buy	+4,685	New	+$327K	0.11%	97

Other funds holding ACWI

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

MCM

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Madison Wealth Management's ACWI Position: Q3 2023 in Review

Madison Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 13% in Q3 2023, selling an estimated $295K and leaving 19,752 shares worth $1.82M. The position accounts for 0.38% of the portfolio, ranked #74.

Madison Wealth Management first reported a position in ACWI in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.19M in Q2 2023. 604 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

Madison Wealth Management held 19,752 shares of iShares MSCI ACWI ETF worth $1.82M as of Q3 2023.
Madison Wealth Management sold 3,075 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $295K.
iShares MSCI ACWI ETF made up 0.38% of Madison Wealth Management's portfolio in Q3 2023, its #74 holding.
Madison Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 14 quarters since.
Madison Wealth Management's iShares MSCI ACWI ETF position peaked at $2.19M in Q2 2023.
604 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.