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Marcum Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Marcum Wealth’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
Q1 		– Sell
-4,938
Closed -$419K – 402
2022
Q4 		$419K Buy
+4,938
New +$416K 0.06% 188

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Marcum Wealth's ACWI Position: Q1 2023 in Review

Marcum Wealth sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2023, closing a stake of 4,938 shares — an estimated $419K sold.

Marcum Wealth first reported a position in ACWI in Q4 2022 and held it in 1 quarter. The position peaked at $419K in Q4 2022. 594 funds tracked by Wall St. Rank hold ACWI as of Q1 2023.

  • Marcum Wealth reported no remaining iShares MSCI ACWI ETF position as of Q1 2023 after selling out during the quarter.
  • Marcum Wealth sold 4,938 iShares MSCI ACWI ETF shares in Q1 2023, an estimated $419K.
  • Marcum Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 1 quarter.
  • Marcum Wealth's iShares MSCI ACWI ETF position peaked at $419K in Q4 2022.
  • 594 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2023.

Based on Marcum Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.