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Altshuler Shaham’s iShares MSCI ACWI ETF ACWI Stock Holding History

Altshuler Shaham’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
2021
Q3 		– Sell
-94,350
Closed -$9.55M – 504
2021
Q2 		$9.55M Sell
94,350
-58,732
-38% -$5.85M 0.07% 72
2021
Q1 		$14.6M Sell
153,082
-7,269
-5% -$683K 0.15% 36
2020
Q4 		$14.5M Sell
160,351
-35,350
-18% -$3.02M 0.29% 25
2020
Q3 		$15.6M Buy
195,701
+6,719
+4% +$532K 0.37% 26
2020
Q2 		$13.9M Buy
188,982
+51,432
+37% +$3.59M 0.42% 18
2020
Q1 		$8.61M Sell
137,550
-29,490
-18% -$2.18M 0.4% 15
2019
Q4 		$13.2M Buy
+167,040
New +$12.8M 0.38% 21

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CA
Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return

Altshuler Shaham's ACWI Position: Q3 2021 in Review

Altshuler Shaham sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2021, closing a stake of 94,350 shares — an estimated $9.55M sold.

Altshuler Shaham first reported a position in ACWI in Q4 2019 and held it in 7 quarters. The position peaked at $15.6M in Q3 2020. 510 funds tracked by Wall St. Rank hold ACWI as of Q3 2021.

  • Altshuler Shaham reported no remaining iShares MSCI ACWI ETF position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 94,350 iShares MSCI ACWI ETF shares in Q3 2021, an estimated $9.55M.
  • Altshuler Shaham first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 7 quarters.
  • Altshuler Shaham's iShares MSCI ACWI ETF position peaked at $15.6M in Q3 2020.
  • 510 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.