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SpiderRock Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

SpiderRock 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
Q3 		$9.35M Buy
78,200
+28,400
+57% +$3.25M 0.15% 109
2024
Q2 		$5.6M Buy
49,800
+17,100
+52% +$1.88M 0.11% 136
2024
Q1 		$3.54M Buy
+32,700
New +$3.43M 0.09% 181

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Goldman Sachs
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

SpiderRock Advisors's ACWI Position: Q3 2024 in Review

SpiderRock Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2024, closing a stake of 3,990 shares — an estimated $457K sold.

SpiderRock Advisors first reported a position in ACWI in Q1 2024 and held it in 2 quarters. The position peaked at $448K in Q2 2024. 671 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • SpiderRock Advisors reported no remaining iShares MSCI ACWI ETF position as of Q3 2024 after selling out during the quarter.
  • SpiderRock Advisors sold 3,990 iShares MSCI ACWI ETF shares in Q3 2024, an estimated $457K.
  • SpiderRock Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2024 and held it in 2 quarters.
  • SpiderRock Advisors's iShares MSCI ACWI ETF position peaked at $448K in Q2 2024.
  • 671 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.