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MYCIO Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

MYCIO Wealth 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
Q4 		– Sell
-9,599
Closed -$1.15M – 50
2024
Q3 		$1.15M Hold
9,599
– – 0.26% 24
2024
Q2 		$1.08M Hold
9,599
– – 0.28% 26
2024
Q1 		$1.06M Hold
9,599
– – 0.27% 27
2023
Q4 		$977K Hold
9,599
– – 0.27% 26
2023
Q3 		$887K Hold
9,599
– – 0.27% 26
2023
Q2 		$921K Hold
9,599
– – 0.29% 25
2023
Q1 		$875K Hold
9,599
– – 0.31% 26
2022
Q4 		$815K Hold
9,599
– – 0.27% 26
2022
Q3 		$747K Buy
+9,599
New +$829K 0.29% 25
2020
Q1 		– Sell
-69,915
Closed -$5.54M – 37
2019
Q4 		$5.54M Buy
69,915
+2,832
+4% +$217K 0.36% 41
2019
Q3 		$4.95M Buy
67,083
+149
+0.2% +$10.9K 0.37% 40
2019
Q2 		$4.93M Buy
66,934
+142
+0.2% +$10.4K 0.39% 39
2019
Q1 		$4.82M Buy
66,792
+13,221
+25% +$919K 0.4% 38
2018
Q4 		$3.44M Buy
+53,571
New +$3.68M 0.32% 45
2014
Q2 		– Sell
-85
Closed -$5K – 626
2014
Q1 		$5K Hold
85
– – ﹤0.01% 525
2013
Q4 		$5K Sell
85
-155
-65% -$8.67K ﹤0.01% 502
2013
Q3 		$13K Buy
240
+1
+0.4% +$53 ﹤0.01% 376
2013
Q2 		$12K Buy
+239
New +$12.4K ﹤0.01% 388

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

MYCIO Wealth Partners's ACWI Position: Q4 2024 in Review

MYCIO Wealth Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2024, closing a stake of 9,599 shares — an estimated $1.15M sold.

MYCIO Wealth Partners first reported a position in ACWI in Q2 2013 and held it in 18 quarters. The position peaked at $5.54M in Q4 2019. 720 funds tracked by Wall St. Rank hold ACWI as of Q4 2024.

  • MYCIO Wealth Partners reported no remaining iShares MSCI ACWI ETF position as of Q4 2024 after selling out during the quarter.
  • MYCIO Wealth Partners sold 9,599 iShares MSCI ACWI ETF shares in Q4 2024, an estimated $1.15M.
  • MYCIO Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q2 2013 and held it in 18 quarters.
  • MYCIO Wealth Partners's iShares MSCI ACWI ETF position peaked at $5.54M in Q4 2019.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2024.

Based on MYCIO Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.