SG
ACWI icon

Strid Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Strid 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
2023
Q2 		– Sell
-2,385
Closed -$217K – 46
2023
Q1 		$217K Sell
2,385
-213
-8% -$19K 0.05% 44
2022
Q4 		$221K Sell
2,598
-91
-3% -$7.66K 0.05% 44
2022
Q3 		$209K Sell
2,689
-3
-0.1% -$259 0.05% 41
2022
Q2 		$226K Sell
2,692
-76
-3% -$6.92K 0.05% 40
2022
Q1 		$276K Sell
2,768
-43
-2% -$4.28K 0.06% 35
2021
Q4 		$298K Sell
2,811
-3
-0.1% -$313 0.06% 32
2021
Q3 		$281K Sell
2,814
-24
-0.8% -$2.46K 0.06% 36
2021
Q2 		$287K Sell
2,838
-27
-0.9% -$2.69K 0.06% 35
2021
Q1 		$273K Sell
2,865
-445
-13% -$41.8K 0.07% 34
2020
Q4 		$300K Sell
3,310
-3,398
-51% -$290K 0.08% 33
2020
Q3 		$536K Buy
6,708
+85
+1% +$6.73K 0.16% 25
2020
Q2 		$488K Sell
6,623
-555
-8% -$38.7K 0.16% 21
2020
Q1 		$449K Sell
7,178
-3,022
-30% -$224K 0.18% 20
2019
Q4 		$808K Sell
10,200
-127
-1% -$9.71K 0.26% 16
2019
Q3 		$762K Sell
10,327
-22
-0.2% -$1.61K 0.26% 16
2019
Q2 		$763K Sell
10,349
-555
-5% -$40.5K 0.26% 15
2019
Q1 		$787K Buy
10,904
+742
+7% +$51.6K 0.29% 15
2018
Q4 		$652K Buy
10,162
+310
+3% +$21.3K 0.27% 21
2018
Q3 		$732K Buy
9,852
+471
+5% +$34.4K 0.26% 15
2018
Q2 		$667K Buy
9,381
+853
+10% +$61.9K 0.25% 15
2018
Q1 		$617K Buy
8,528
+289
+4% +$21.3K 0.23% 15
2017
Q4 		$594K Buy
8,239
+396
+5% +$28K 0.22% 17
2017
Q3 		$540K Buy
7,843
+1,443
+23% +$97.1K 0.22% 16
2017
Q2 		$419K Buy
+6,400
New +$415K 0.18% 17

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Strid Group's ACWI Position: Q2 2023 in Review

Strid Group sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2023, closing a stake of 2,385 shares — an estimated $217K sold.

Strid Group first reported a position in ACWI in Q2 2017 and held it in 24 quarters. The position peaked at $808K in Q4 2019. 599 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

  • Strid Group reported no remaining iShares MSCI ACWI ETF position as of Q2 2023 after selling out during the quarter.
  • Strid Group sold 2,385 iShares MSCI ACWI ETF shares in Q2 2023, an estimated $217K.
  • Strid Group first reported a position in iShares MSCI ACWI ETF in Q2 2017 and held it in 24 quarters.
  • Strid Group's iShares MSCI ACWI ETF position peaked at $808K in Q4 2019.
  • 599 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on Strid Group's 13F filing for Q2 2023, filed 25 Jul 2023.