Private Ocean’s iShares MSCI ACWI ETF ACWI Stock Holding History

Private Ocean’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 Q2	$9.55K	Hold	85	–	–	﹤0.01%	389
2024 Q1	$9.36K	Buy	+85	New	+$8.93K	﹤0.01%	369

Other funds holding ACWI

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

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

Private Ocean's ACWI Position: Q2 2024 in Review

Private Ocean held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2024 at 85 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Private Ocean first reported a position in ACWI in Q1 2024 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold ACWI as of Q2 2024.

Private Ocean held 85 shares of iShares MSCI ACWI ETF worth $9.55K as of Q2 2024.
Private Ocean left its iShares MSCI ACWI ETF share count unchanged in Q2 2024.
iShares MSCI ACWI ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #389 holding.
Private Ocean first reported a position in iShares MSCI ACWI ETF in Q1 2024 and has held it in 2 quarters since.
682 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.