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Tucker Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Tucker Asset 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
Q3 		– Sell
-50
Closed -$5.62K – 1459
2024
Q2 		$5.62K Hold
50
– – ﹤0.01% 1004
2024
Q1 		$5.51K Hold
50
– – ﹤0.01% 1045
2023
Q4 		$5.09K Hold
50
– – ﹤0.01% 891
2023
Q3 		$4.62K Hold
50
– – ﹤0.01% 848
2023
Q2 		$4.8K Hold
50
– – ﹤0.01% 692
2023
Q1 		$4.56K Hold
50
– – ﹤0.01% 726
2022
Q4 		$4.27K Hold
50
– – ﹤0.01% 465
2022
Q3 		$4.14K Hold
50
– – ﹤0.01% 463
2022
Q2 		$4.2K Hold
50
– – ﹤0.01% 365
2022
Q1 		$4.99K Hold
50
– – ﹤0.01% 325
2021
Q4 		$5.3K Hold
50
– – ﹤0.01% 305
2021
Q3 		$5.27K Hold
50
– – ﹤0.01% 245
2021
Q2 		$5.06K Hold
50
– – ﹤0.01% 232
2021
Q1 		$4.76K Hold
50
– – ﹤0.01% 227
2020
Q4 		$4.54K Buy
+50
New +$4.27K ﹤0.01% 247

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Tucker Asset Management's ACWI Position: Q3 2024 in Review

Tucker Asset Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2024, closing a stake of 50 shares — an estimated $5.62K sold.

Tucker Asset Management first reported a position in ACWI in Q4 2020 and held it in 15 quarters. The position peaked at $5.62K in Q2 2024. 672 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

  • Tucker Asset Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2024 after selling out during the quarter.
  • Tucker Asset Management sold 50 iShares MSCI ACWI ETF shares in Q3 2024, an estimated $5.62K.
  • Tucker Asset Management first reported a position in iShares MSCI ACWI ETF in Q4 2020 and held it in 15 quarters.
  • Tucker Asset Management's iShares MSCI ACWI ETF position peaked at $5.62K in Q2 2024.
  • 672 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.