WCM
ACWI icon

WealthBridge Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

WealthBridge Capital 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
2023
Q3 		– Sell
-3,611
Closed -$346K – 178
2023
Q2 		$346K Buy
+3,611
New +$335K 0.14% 118

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

WealthBridge Capital Management's ACWI Position: Q3 2023 in Review

WealthBridge Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2023, closing a stake of 3,611 shares — an estimated $346K sold.

WealthBridge Capital Management first reported a position in ACWI in Q2 2023 and held it in 1 quarter. The position peaked at $346K in Q2 2023. 603 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

  • WealthBridge Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2023 after selling out during the quarter.
  • WealthBridge Capital Management sold 3,611 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $346K.
  • WealthBridge Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2023 and held it in 1 quarter.
  • WealthBridge Capital Management's iShares MSCI ACWI ETF position peaked at $346K in Q2 2023.
  • 603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on WealthBridge Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.