Nisa Investment Advisors
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Nisa Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Nisa Investment Advisors’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
-195,200
Closed -$23.3M – 3005
2024
Q3 		$23.3M Sell
195,200
-4,800
-2% -$550K 0.14% 148
2024
Q2 		$22.5M Buy
+200,000
New +$22M 0.14% 151
2016
Q1 		– Sell
-2,991,738
Closed -$167M – 1864
2015
Q4 		$167M Buy
+2,991,738
New +$171M 2.39% 2

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 $2.33B AUM 20.04% 1-Year Est. Return

Nisa Investment Advisors's ACWI Position: Q4 2024 in Review

Nisa Investment Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2024, closing a stake of 195,200 shares — an estimated $23.3M sold.

Nisa Investment Advisors first reported a position in ACWI in Q4 2015 and held it in 3 quarters. The position peaked at $167M in Q4 2015. 720 funds tracked by Wall St. Rank hold ACWI as of Q4 2024.

  • Nisa Investment Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2024 after selling out during the quarter.
  • Nisa Investment Advisors sold 195,200 iShares MSCI ACWI ETF shares in Q4 2024, an estimated $23.3M.
  • Nisa Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2015 and held it in 3 quarters.
  • Nisa Investment Advisors's iShares MSCI ACWI ETF position peaked at $167M in Q4 2015.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2024.

Based on Nisa Investment Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.