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AFT Forsyth & Company’s iShares MSCI ACWI ETF ACWI Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$1K Hold
15
– – ﹤0.01% 309
2013
Q2 		$1K Buy
+15
New +$776 ﹤0.01% 290

Other funds holding ACWI

TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFT Forsyth & Company's ACWI Position: Q3 2013 in Review

AFT Forsyth & Company held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2013 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

AFT Forsyth & Company first reported a position in ACWI in Q2 2013 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold ACWI as of Q3 2013.

  • AFT Forsyth & Company held 15 shares of iShares MSCI ACWI ETF worth $1K as of Q3 2013.
  • AFT Forsyth & Company left its iShares MSCI ACWI ETF share count unchanged in Q3 2013.
  • iShares MSCI ACWI ETF made up ﹤0.01% of AFT Forsyth & Company's portfolio in Q3 2013, its #309 holding.
  • AFT Forsyth & Company first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.