Marquette Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Marquette Asset 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 Q4	–	Sell	-19	Closed	-$1.76K	–	194
2023 Q3	$1.76K	Buy	+19	New	+$1.82K	﹤0.01%	274

Other funds holding ACWI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MCM

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

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

OCBCO

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

JHU

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

Marquette Asset Management's ACWI Position: Q4 2023 in Review

Marquette Asset Management sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2023, closing a stake of 19 shares — an estimated $1.76K sold.

Marquette Asset Management first reported a position in ACWI in Q3 2023 and held it in 1 quarter. The position peaked at $1.76K in Q3 2023. 684 funds tracked by Wall St. Rank hold ACWI as of Q4 2023.

Marquette Asset Management reported no remaining iShares MSCI ACWI ETF position as of Q4 2023 after selling out during the quarter.
Marquette Asset Management sold 19 iShares MSCI ACWI ETF shares in Q4 2023, an estimated $1.76K.
Marquette Asset Management first reported a position in iShares MSCI ACWI ETF in Q3 2023 and held it in 1 quarter.
Marquette Asset Management's iShares MSCI ACWI ETF position peaked at $1.76K in Q3 2023.
684 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2023.

Based on Marquette Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.