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Planning Capital Management Corporation’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Planning Capital Management Corporation’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.38K Hold
59
– – ﹤0.01% 550
2024
Q2 		$3.14K Buy
59
+1
+2% +$53 ﹤0.01% 498
2024
Q1 		$3.11K Sell
58
-348
-86% -$17.9K ﹤0.01% 524
2023
Q4 		$20.7K Buy
+406
New +$19.5K 0.02% 289

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Planning Capital Management Corporation's ACWX Position: Q3 2024 in Review

Planning Capital Management Corporation held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2024 at 59 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Planning Capital Management Corporation first reported a position in ACWX in Q4 2023 and has held it in 4 quarters since. The position peaked at $20.7K in Q4 2023. 458 funds tracked by Wall St. Rank hold ACWX as of Q3 2024.

  • Planning Capital Management Corporation held 59 shares of iShares MSCI ACWI ex US ETF worth $3.38K as of Q3 2024.
  • Planning Capital Management Corporation left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2024.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #550 holding.
  • Planning Capital Management Corporation first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's iShares MSCI ACWI ex US ETF position peaked at $20.7K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.