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Abacus Planning Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Abacus Planning Group’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
2020
Q4 		– Sell
-3,823
Closed -$306K – 191
2020
Q3 		$306K Hold
3,823
– – 0.11% 115
2020
Q2 		$282K Hold
3,823
– – 0.11% 122
2020
Q1 		$239K Buy
+3,823
New +$283K 0.12% 120

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Abacus Planning Group's ACWI Position: Q4 2020 in Review

Abacus Planning Group sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2020, closing a stake of 3,823 shares — an estimated $306K sold.

Abacus Planning Group first reported a position in ACWI in Q1 2020 and held it in 3 quarters. The position peaked at $306K in Q3 2020. 503 funds tracked by Wall St. Rank hold ACWI as of Q4 2020.

  • Abacus Planning Group reported no remaining iShares MSCI ACWI ETF position as of Q4 2020 after selling out during the quarter.
  • Abacus Planning Group sold 3,823 iShares MSCI ACWI ETF shares in Q4 2020, an estimated $306K.
  • Abacus Planning Group first reported a position in iShares MSCI ACWI ETF in Q1 2020 and held it in 3 quarters.
  • Abacus Planning Group's iShares MSCI ACWI ETF position peaked at $306K in Q3 2020.
  • 503 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2020.

Based on Abacus Planning Group's 13F filing for Q4 2020, filed 1 Feb 2021.