Raffa Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Raffa Wealth Management’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	-5,645	Closed	-$574K	–	1129
2023 Q4	$574K	Hold	5,645	–	–	0.17%	43
2023 Q3	$521K	Hold	5,645	–	–	0.18%	40
2023 Q2	$542K	Hold	5,645	–	–	0.18%	38
2023 Q1	$515K	Hold	5,645	–	–	0.19%	37
2022 Q4	$479K	Sell	5,645 -5,645	-50%	-$475K	0.2%	35
2022 Q3	$879K	Hold	11,290	–	–	0.39%	26
2022 Q2	$947K	Buy	11,290 +3,790	+51%	+$345K	0.43%	24
2022 Q1	$748K	Buy	7,500 +2,360	+46%	+$235K	0.28%	26
2021 Q4	$544K	Hold	5,140	–	–	0.18%	30
2021 Q3	$514K	Hold	5,140	–	–	0.18%	29
2021 Q2	$520K	Buy	+5,140	New	+$512K	0.18%	29

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raffa Wealth Management's ACWI Position: Q1 2024 in Review

Raffa Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2024, closing a stake of 5,645 shares — an estimated $574K sold.

Raffa Wealth Management first reported a position in ACWI in Q2 2021 and held it in 11 quarters. The position peaked at $947K in Q2 2022. 659 funds tracked by Wall St. Rank hold ACWI as of Q1 2024.

Raffa Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2024 after selling out during the quarter.
Raffa Wealth Management sold 5,645 iShares MSCI ACWI ETF shares in Q1 2024, an estimated $574K.
Raffa Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2021 and held it in 11 quarters.
Raffa Wealth Management's iShares MSCI ACWI ETF position peaked at $947K in Q2 2022.
659 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2024.

Based on Raffa Wealth Management's 13F filing for Q1 2024, filed 27 Jul 2026.