SDWMA
ACWI icon

Schneider Downs Wealth Management Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Schneider Downs Wealth Management Advisors’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
-2,167
Closed -$221K – 137
2023
Q4 		$221K Buy
+2,167
New +$207K 0.06% 108

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's ACWI Position: Q1 2024 in Review

Schneider Downs Wealth Management Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2024, closing a stake of 2,167 shares — an estimated $221K sold.

Schneider Downs Wealth Management Advisors first reported a position in ACWI in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 659 funds tracked by Wall St. Rank hold ACWI as of Q1 2024.

  • Schneider Downs Wealth Management Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2024 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 2,167 iShares MSCI ACWI ETF shares in Q1 2024, an estimated $221K.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2023 and held it in 1 quarter.
  • Schneider Downs Wealth Management Advisors's iShares MSCI ACWI ETF position peaked at $221K in Q4 2023.
  • 659 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2024.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2024, filed 8 May 2024.