TA
ACWI icon

Tiedemann Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Tiedemann Advisors’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
Q3 		$8M Sell
86,655
-1,452
-2% -$139K 0.34% 35
2023
Q2 		$8.45M Hold
88,107
– – 0.36% 36
2023
Q1 		$8.03M Buy
88,107
+1,715
+2% +$153K 0.36% 35
2022
Q4 		$7.33M Buy
86,392
+38,462
+80% +$3.24M 0.35% 36
2022
Q3 		$3.73M Buy
47,930
+2,873
+6% +$248K 0.23% 47
2022
Q2 		$3.78M Hold
45,057
– – 0.28% 44
2022
Q1 		$4.5M Buy
45,057
+1,138
+3% +$113K 0.23% 58
2021
Q4 		$4.65M Sell
43,919
-25,536
-37% -$2.67M 0.23% 50
2021
Q3 		$6.94M Hold
69,455
– – 0.37% 38
2021
Q2 		$7.03M Sell
69,455
-2,991
-4% -$298K 0.28% 42
2021
Q1 		$6.89M Hold
72,446
– – 0.3% 43
2020
Q4 		$6.57M Sell
72,446
-134,998
-65% -$11.5M 0.32% 41
2020
Q3 		$16.6M Buy
207,444
+135,175
+187% +$10.7M 0.8% 24
2020
Q2 		$5.33M Sell
72,269
-29,317
-29% -$2.05M 0.28% 55
2020
Q1 		$6.36M Sell
101,586
-339,703
-77% -$25.2M 0.41% 46
2019
Q4 		$35M Sell
441,289
-11,583
-3% -$886K 1.68% 11
2019
Q3 		$33.4M Buy
452,872
+346,975
+328% +$25.4M 1.6% 11
2019
Q2 		$7.8M Sell
105,897
-368
-0.3% -$26.8K 0.39% 47
2019
Q1 		$7.67M Sell
106,265
-1,935
-2% -$135K 0.36% 53
2018
Q4 		$6.94M Sell
108,200
-264,214
-71% -$18.1M 0.35% 54
2018
Q3 		$27.7M Sell
372,414
-74,602
-17% -$5.46M 1.64% 14
2018
Q2 		$31.8M Buy
447,016
+365,101
+446% +$26.5M 2.03% 10
2018
Q1 		$5.87M Sell
81,915
-57,529
-41% -$4.24M 0.4% 50
2017
Q4 		$10.1M Buy
+139,444
New +$9.86M 0.77% 31

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tiedemann Advisors's ACWI Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.6% in Q3 2023, selling an estimated $139K and leaving 86,655 shares worth $8M. The position accounts for 0.34% of the portfolio, ranked #35.

Tiedemann Advisors first reported a position in ACWI in Q4 2017 and has held it in 24 quarters since. The position peaked at $35M in Q4 2019. 603 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

  • Tiedemann Advisors held 86,655 shares of iShares MSCI ACWI ETF worth $8M as of Q3 2023.
  • Tiedemann Advisors sold 1,452 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $139K.
  • iShares MSCI ACWI ETF made up 0.34% of Tiedemann Advisors's portfolio in Q3 2023, its #35 holding.
  • Tiedemann Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 24 quarters since.
  • Tiedemann Advisors's iShares MSCI ACWI ETF position peaked at $35M in Q4 2019.
  • 603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.