YIH
ACWI icon

Y-Intercept (HK)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Y-Intercept (HK)’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
-5,400
Closed -$607K – 1246
2024
Q2 		$607K Buy
+5,400
New +$594K 0.03% 731
2023
Q4 		– Sell
-11,754
Closed -$1.09M – 1181
2023
Q3 		$1.09M Buy
+11,754
New +$1.13M 0.11% 288
2022
Q4 		– Sell
-20,176
Closed -$1.57M – 953
2022
Q3 		$1.57M Buy
20,176
+11,202
+125% +$968K 0.16% 197
2022
Q2 		$753K Buy
+8,974
New +$817K 0.1% 300

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 $152B 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 $761B AUM 31.28% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B 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