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Peterson Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Peterson Financial Group’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
Q3 		$129K Buy
+1,080
New +$124K 0.5% 49
2024
Q2 		– Sell
-3,130
Closed -$345K – 33
2024
Q1 		$345K Sell
3,130
-101
-3% -$10.6K 2.25% 18
2023
Q4 		$329K Buy
+3,231
New +$309K 2.16% 18

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Peterson Financial Group's ACWI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares MSCI ACWI ETF (ACWI) in Q3 2024: 1,080 shares worth $129K. The stake represents 0.5% of the portfolio and ranks #49 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in ACWI as recently as Q1 2024.

Peterson Financial Group first reported a position in ACWI in Q4 2023 and has held it in 3 quarters since. The position peaked at $345K in Q1 2024. 671 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • Peterson Financial Group held 1,080 shares of iShares MSCI ACWI ETF worth $129K as of Q3 2024.
  • iShares MSCI ACWI ETF was a new Peterson Financial Group position in Q3 2024.
  • iShares MSCI ACWI ETF made up 0.5% of Peterson Financial Group's portfolio in Q3 2024, its #49 holding.
  • Peterson Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 3 quarters since.
  • Peterson Financial Group's iShares MSCI ACWI ETF position peaked at $345K in Q1 2024.
  • 671 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.