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Phillips Wealth Planners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Phillips Wealth Planners’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
Q1 		– Sell
-3,811
Closed -$384K – 175
2023
Q4 		$384K Buy
+3,811
New +$365K 0.46% 75

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Phillips Wealth Planners's ACWI Position: Q1 2024 in Review

Phillips Wealth Planners sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2024, closing a stake of 3,811 shares — an estimated $384K sold.

Phillips Wealth Planners first reported a position in ACWI in Q4 2023 and held it in 1 quarter. The position peaked at $384K in Q4 2023. 659 funds tracked by Wall St. Rank hold ACWI as of Q1 2024.

  • Phillips Wealth Planners reported no remaining iShares MSCI ACWI ETF position as of Q1 2024 after selling out during the quarter.
  • Phillips Wealth Planners sold 3,811 iShares MSCI ACWI ETF shares in Q1 2024, an estimated $384K.
  • Phillips Wealth Planners first reported a position in iShares MSCI ACWI ETF in Q4 2023 and held it in 1 quarter.
  • Phillips Wealth Planners's iShares MSCI ACWI ETF position peaked at $384K in Q4 2023.
  • 659 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2024.

Based on Phillips Wealth Planners's 13F filing for Q1 2024, filed 29 Apr 2024.