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Sugarloaf Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$80.1K Buy
682
+5
+0.7% +$600 0.02% 245
2024
Q3 		$81K Sell
677
-65
-9% -$7.45K 0.02% 252
2024
Q2 		$83.4K Buy
742
+5
+0.7% +$550 0.02% 244
2024
Q1 		$81.2K Hold
737
– – 0.02% 245
2023
Q4 		$75K Sell
737
-135
-15% -$12.9K 0.02% 240
2023
Q3 		$80.5K Hold
872
– – 0.02% 232
2023
Q2 		$83.7K Sell
872
-673
-44% -$62.5K 0.02% 226
2023
Q1 		$141K Hold
1,545
– – 0.03% 168
2022
Q4 		$131K Buy
1,545
+4
+0.3% +$337 0.03% 171
2022
Q3 		$120K Hold
1,541
– – 0.03% 180
2022
Q2 		$129K Sell
1,541
-16
-1% -$1.46K 0.03% 165
2022
Q1 		$155K Hold
1,557
– – 0.04% 148
2021
Q4 		$165K Sell
1,557
-94
-6% -$9.82K 0.04% 144
2021
Q3 		$165K Hold
1,651
– – 0.04% 142
2021
Q2 		$167K Buy
1,651
+361
+28% +$36K 0.05% 139
2021
Q1 		$218 Sell
1,290
-1,782
-58% -$167K 0.07% 114
2020
Q4 		$379K Sell
3,072
-554
-15% -$47.3K 0.13% 77
2020
Q3 		$290K Sell
3,626
-427
-11% -$33.8K 0.11% 83
2020
Q2 		$299K Sell
4,053
-4,686
-54% -$327K 0.11% 87
2020
Q1 		$547K Sell
8,739
-6,519
-43% -$483K 0.24% 58
2019
Q4 		$1.21M Buy
+15,258
New +$1.17M 0.51% 31

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
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Sugarloaf Wealth Management's ACWI Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 0.74% in Q4 2024, buying an estimated $600 and bringing the position to 682 shares worth $80.1K. The position accounts for 0.02% of the portfolio, ranked #245.

Sugarloaf Wealth Management first reported a position in ACWI in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.21M in Q4 2019. 720 funds tracked by Wall St. Rank hold ACWI as of Q4 2024.

  • Sugarloaf Wealth Management held 682 shares of iShares MSCI ACWI ETF worth $80.1K as of Q4 2024.
  • Sugarloaf Wealth Management bought 5 iShares MSCI ACWI ETF shares in Q4 2024, an estimated $600.
  • iShares MSCI ACWI ETF made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #245 holding.
  • Sugarloaf Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares MSCI ACWI ETF position peaked at $1.21M in Q4 2019.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.