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Quantitative Strategies’s iShares MSCI ACWI ETF ACWI Stock Holding History

Quantitative Strategies’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
Q4 		$880K Buy
7,488
+550
+8% +$66K 0.47% 16
2024
Q3 		$829K Buy
6,938
+1,149
+20% +$132K 0.44% 16
2024
Q2 		$651K Sell
5,789
-221
-4% -$24.3K 0.37% 16
2024
Q1 		$662K Sell
6,010
-62
-1% -$6.51K 0.38% 16
2023
Q4 		$618K Sell
6,072
-250
-4% -$23.9K 0.37% 16
2023
Q3 		$584K Sell
6,322
-150
-2% -$14.4K 0.39% 16
2023
Q2 		$621K Buy
+6,472
New +$601K 0.42% 16

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Quantitative Strategies's ACWI Position: Q4 2024 in Review

Quantitative Strategies increased its iShares MSCI ACWI ETF (ACWI) stake by 7.9% in Q4 2024, buying an estimated $66K and bringing the position to 7,488 shares worth $880K. The position accounts for 0.47% of the portfolio, ranked #16.

Quantitative Strategies first reported a position in ACWI in Q2 2023 and has held it in 7 quarters since. 720 funds tracked by Wall St. Rank hold ACWI as of Q4 2024.

  • Quantitative Strategies held 7,488 shares of iShares MSCI ACWI ETF worth $880K as of Q4 2024.
  • Quantitative Strategies bought 550 iShares MSCI ACWI ETF shares in Q4 2024, an estimated $66K.
  • iShares MSCI ACWI ETF made up 0.47% of Quantitative Strategies's portfolio in Q4 2024, its #16 holding.
  • Quantitative Strategies first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 7 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2024.

Based on Quantitative Strategies's 13F filing for Q4 2024, filed 7 Feb 2025.