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Strategic Wealth Partners Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Strategic Wealth Partners 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
Q1 		$58.6K Hold
532
– – 0.01% 69
2023
Q4 		$54.2K Buy
+532
New +$50.9K 0.01% 65

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Strategic Wealth Partners Group's ACWI Position: Q1 2024 in Review

Strategic Wealth Partners Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2024 at 532 shares worth $58.6K. The position accounts for 0.01% of the portfolio, ranked #69.

Strategic Wealth Partners Group first reported a position in ACWI in Q4 2023 and has held it in 2 quarters since. 659 funds tracked by Wall St. Rank hold ACWI as of Q1 2024.

  • Strategic Wealth Partners Group held 532 shares of iShares MSCI ACWI ETF worth $58.6K as of Q1 2024.
  • Strategic Wealth Partners Group left its iShares MSCI ACWI ETF share count unchanged in Q1 2024.
  • iShares MSCI ACWI ETF made up 0.01% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #69 holding.
  • Strategic Wealth Partners Group first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 2 quarters since.
  • 659 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.