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Austin Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Austin Private Wealth’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 		– Sell
-38,358
Closed -$2.4M – 90
2020
Q1 		$2.4M Buy
38,358
+9,918
+35% +$735K 1.45% 10
2019
Q4 		$2.25M Buy
+28,440
New +$2.17M 1.18% 12

Other funds holding ACWI

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Austin Private Wealth's ACWI Position: Q2 2020 in Review

Austin Private Wealth sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2020, closing a stake of 38,358 shares — an estimated $2.4M sold.

Austin Private Wealth first reported a position in ACWI in Q4 2019 and held it in 2 quarters. The position peaked at $2.4M in Q1 2020. 439 funds tracked by Wall St. Rank hold ACWI as of Q2 2020.

  • Austin Private Wealth reported no remaining iShares MSCI ACWI ETF position as of Q2 2020 after selling out during the quarter.
  • Austin Private Wealth sold 38,358 iShares MSCI ACWI ETF shares in Q2 2020, an estimated $2.4M.
  • Austin Private Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 2 quarters.
  • Austin Private Wealth's iShares MSCI ACWI ETF position peaked at $2.4M in Q1 2020.
  • 439 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2020.

Based on Austin Private Wealth's 13F filing for Q2 2020, filed 7 Aug 2020.