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Price Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Price Wealth’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
2020
Q3 		$482K Hold
6,036
– – 0.13% 47
2020
Q2 		$445K Buy
6,036
+50
+0.8% +$3.49K 0.13% 61
2020
Q1 		$375K Sell
5,986
-2,157
-26% -$160K 0.14% 61
2019
Q4 		$645K Buy
8,143
+90
+1% +$6.88K 0.2% 44
2019
Q3 		$594K Hold
8,053
– – 0.19% 45
2019
Q2 		$594K Buy
8,053
+98
+1% +$7.15K 0.19% 44
2019
Q1 		$574K Buy
7,955
+5
+0.1% +$348 0.22% 44
2018
Q4 		$510K Buy
7,950
+77
+1% +$5.29K 0.21% 48
2018
Q3 		$585K Hold
7,873
– – 0.22% 40
2018
Q2 		$560K Buy
7,873
+88
+1% +$6.38K 0.21% 50
2018
Q1 		$558K Hold
7,785
– – 0.33% 43
2017
Q4 		$561K Buy
+7,785
New +$551K 0.37% 18

Other funds holding ACWI

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Price Wealth's ACWI Position: Q3 2020 in Review

Price Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2020 at 6,036 shares worth $482K. The position accounts for 0.13% of the portfolio, ranked #47.

Price Wealth first reported a position in ACWI in Q4 2017 and has held it in 12 quarters since. The position peaked at $645K in Q4 2019. 443 funds tracked by Wall St. Rank hold ACWI as of Q3 2020.

  • Price Wealth held 6,036 shares of iShares MSCI ACWI ETF worth $482K as of Q3 2020.
  • Price Wealth left its iShares MSCI ACWI ETF share count unchanged in Q3 2020.
  • iShares MSCI ACWI ETF made up 0.13% of Price Wealth's portfolio in Q3 2020, its #47 holding.
  • Price Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 12 quarters since.
  • Price Wealth's iShares MSCI ACWI ETF position peaked at $645K in Q4 2019.
  • 443 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.