WI
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Wintrust Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wintrust Investments’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 		– Sell
-534
Closed -$63K – 415
2024
Q3 		$63K Sell
534
-4,966
-90% -$569K 0.05% 280
2024
Q2 		$618K Buy
5,500
+1,450
+36% +$159K 0.05% 262
2024
Q1 		$446K Buy
+4,050
New +$425K 0.04% 302

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Wintrust Investments's ACWI Position: Q4 2024 in Review

Wintrust Investments sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2024, closing a stake of 534 shares — an estimated $63K sold.

Wintrust Investments first reported a position in ACWI in Q1 2024 and held it in 3 quarters. The position peaked at $618K in Q2 2024. 720 funds tracked by Wall St. Rank hold ACWI as of Q4 2024.

  • Wintrust Investments reported no remaining iShares MSCI ACWI ETF position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 534 iShares MSCI ACWI ETF shares in Q4 2024, an estimated $63K.
  • Wintrust Investments first reported a position in iShares MSCI ACWI ETF in Q1 2024 and held it in 3 quarters.
  • Wintrust Investments's iShares MSCI ACWI ETF position peaked at $618K in Q2 2024.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.