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Thoroughbred Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Thoroughbred Financial Services’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 		– Sell
-1,783
Closed -$200K – 657
2024
Q2 		$200K Buy
+1,783
New +$196K 0.01% 610
2024
Q1 		– Sell
-3,427
Closed -$348K – 461
2023
Q4 		$348K Buy
+3,427
New +$328K 0.03% 441

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 $1.27B AUM 11.98% 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 $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Thoroughbred Financial Services's ACWI Position: Q3 2024 in Review

Thoroughbred Financial Services sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2024, closing a stake of 1,783 shares — an estimated $200K sold.

Thoroughbred Financial Services first reported a position in ACWI in Q4 2023 and held it in 2 quarters. The position peaked at $348K in Q4 2023. 671 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • Thoroughbred Financial Services reported no remaining iShares MSCI ACWI ETF position as of Q3 2024 after selling out during the quarter.
  • Thoroughbred Financial Services sold 1,783 iShares MSCI ACWI ETF shares in Q3 2024, an estimated $200K.
  • Thoroughbred Financial Services first reported a position in iShares MSCI ACWI ETF in Q4 2023 and held it in 2 quarters.
  • Thoroughbred Financial Services's iShares MSCI ACWI ETF position peaked at $348K in Q4 2023.
  • 671 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on Thoroughbred Financial Services's 13F filing for Q3 2024, filed 8 Nov 2024.