SAG
ACWI icon

Spotlight Asset Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Spotlight Asset Group’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
Q2 		$61.8K Buy
550
+200
+57% +$22K 0.04% 127
2024
Q1 		$38.5K Buy
+350
New +$36.8K 0.03% 156

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Spotlight Asset Group's ACWI Position: Q2 2024 in Review

Spotlight Asset Group increased its iShares MSCI ACWI ETF (ACWI) stake by 57% in Q2 2024, buying an estimated $22K and bringing the position to 550 shares worth $61.8K. The position accounts for 0.04% of the portfolio, ranked #127.

Spotlight Asset Group first reported a position in ACWI in Q1 2024 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold ACWI as of Q2 2024.

  • Spotlight Asset Group held 550 shares of iShares MSCI ACWI ETF worth $61.8K as of Q2 2024.
  • Spotlight Asset Group bought 200 iShares MSCI ACWI ETF shares in Q2 2024, an estimated $22K.
  • iShares MSCI ACWI ETF made up 0.04% of Spotlight Asset Group's portfolio in Q2 2024, its #127 holding.
  • Spotlight Asset Group first reported a position in iShares MSCI ACWI ETF in Q1 2024 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.