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Argent Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Argent Wealth Management’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
Q2 		$375K Sell
4,667
-411
-8% -$28.7K 0.06% 126
2020
Q1 		$323K Sell
5,078
-932
-16% -$69K 0.07% 128
2019
Q4 		$476K Buy
+6,010
New +$460K 0.08% 123

Other funds holding ACWI

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Argent Wealth Management's ACWI Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 8.1% in Q2 2020, selling an estimated $28.7K and leaving 4,667 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #126.

Argent Wealth Management first reported a position in ACWI in Q4 2019 and has held it in 3 quarters since. The position peaked at $476K in Q4 2019. 439 funds tracked by Wall St. Rank hold ACWI as of Q2 2020.

  • Argent Wealth Management held 4,667 shares of iShares MSCI ACWI ETF worth $375K as of Q2 2020.
  • Argent Wealth Management sold 411 iShares MSCI ACWI ETF shares in Q2 2020, an estimated $28.7K.
  • iShares MSCI ACWI ETF made up 0.06% of Argent Wealth Management's portfolio in Q2 2020, its #126 holding.
  • Argent Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares MSCI ACWI ETF position peaked at $476K in Q4 2019.
  • 439 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.