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Atlanta Financial Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Atlanta Financial Associates’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
Q1 		$1.74M Hold
19,144
– – 0.81% 13
2020
Q4 		$1.74M Buy
19,144
+438
+2% +$37.4K 0.81% 13
2020
Q3 		$1.5M Buy
18,706
+694
+4% +$55K 0.77% 13
2020
Q2 		$1.33M Sell
18,012
-3,985
-18% -$278K 0.74% 13
2020
Q1 		$1.38M Buy
+21,997
New +$1.63M 1.09% 13

Other funds holding ACWI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Atlanta Financial Associates's ACWI Position: Q1 2021 in Review

Atlanta Financial Associates held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2021 at 19,144 shares worth $1.74M. The position accounts for 0.81% of the portfolio, ranked #13.

Atlanta Financial Associates first reported a position in ACWI in Q1 2020 and has held it in 5 quarters since. 505 funds tracked by Wall St. Rank hold ACWI as of Q1 2021.

  • Atlanta Financial Associates held 19,144 shares of iShares MSCI ACWI ETF worth $1.74M as of Q1 2021.
  • Atlanta Financial Associates left its iShares MSCI ACWI ETF share count unchanged in Q1 2021.
  • iShares MSCI ACWI ETF made up 0.81% of Atlanta Financial Associates's portfolio in Q1 2021, its #13 holding.
  • Atlanta Financial Associates first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 5 quarters since.
  • 505 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.