SevenOneSeven Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

SevenOneSeven Capital 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
2023 Q4	–	Sell	-562	Closed	-$53K	–	13
2023 Q3	$53K	Buy	562 +157	+39%	+$15.1K	0.12%	49
2023 Q2	$38.9K	Hold	405	–	–	0.09%	50
2023 Q1	$37.2K	Sell	405 -201	-33%	-$17.9K	0.08%	52
2022 Q4	$51.4K	Hold	606	–	–	0.11%	54
2022 Q3	$47K	Hold	606	–	–	0.11%	48
2022 Q2	$51K	Hold	606	–	–	0.12%	45
2022 Q1	$60K	Hold	606	–	–	0.12%	44
2021 Q4	$64K	Buy	606 +201	+50%	+$21K	0.13%	46
2021 Q3	$40K	Hold	405	–	–	0.1%	46
2021 Q2	$41K	Hold	405	–	–	0.11%	46
2021 Q1	$39K	Buy	+405	New	+$38.1K	0.14%	50

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

MCM

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

SevenOneSeven Capital Management's ACWI Position: Q4 2023 in Review

SevenOneSeven Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2023, closing a stake of 562 shares — an estimated $53K sold.

SevenOneSeven Capital Management first reported a position in ACWI in Q1 2021 and held it in 11 quarters. The position peaked at $64K in Q4 2021. 684 funds tracked by Wall St. Rank hold ACWI as of Q4 2023.

SevenOneSeven Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q4 2023 after selling out during the quarter.
SevenOneSeven Capital Management sold 562 iShares MSCI ACWI ETF shares in Q4 2023, an estimated $53K.
SevenOneSeven Capital Management first reported a position in iShares MSCI ACWI ETF in Q1 2021 and held it in 11 quarters.
SevenOneSeven Capital Management's iShares MSCI ACWI ETF position peaked at $64K in Q4 2021.
684 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2023.

Based on SevenOneSeven Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.