AS
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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 $564B AUM 30.12% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
CA
Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return