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Aveo Capital Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Aveo Capital Partners’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 		– Sell
-4,489
Closed -$407K – 234
2020
Q4 		$407K Sell
4,489
-2,856
-39% -$244K 0.63% 44
2020
Q3 		$587K Buy
7,345
+2,171
+42% +$172K 0.21% 97
2020
Q2 		$381K Sell
5,174
-1,911
-27% -$133K 0.77% 38
2020
Q1 		$443K Sell
7,085
-6,122
-46% -$453K 0.22% 96
2019
Q4 		$1.05M Sell
13,207
-841
-6% -$64.3K 0.41% 63
2019
Q3 		$1.08M Buy
14,048
+172
+1% +$12.6K 0.45% 65
2019
Q2 		$1.04M Sell
13,876
-518
-4% -$37.8K 0.45% 62
2019
Q1 		$1.04M Buy
14,394
+59
+0.4% +$4.1K 0.48% 61
2018
Q4 		$920K Buy
14,335
+948
+7% +$65.1K 0.46% 46
2018
Q3 		$936K Sell
13,387
-3,212
-19% -$235K 0.42% 47
2018
Q2 		$1.18M Sell
16,599
-2,583
-13% -$187K 0.52% 44
2018
Q1 		$1.38M Sell
19,182
-30,074
-61% -$2.22M 0.57% 41
2017
Q4 		$3.55M Buy
49,256
+26,116
+113% +$1.85M 1.18% 13
2017
Q3 		$1.59M Buy
23,140
+3,437
+17% +$231K 0.55% 32
2017
Q2 		$1.29M Buy
19,703
+194
+1% +$12.6K 0.45% 37
2017
Q1 		$1.23M Buy
19,509
+1,036
+6% +$64.1K 0.45% 35
2016
Q4 		$1.09M Buy
+18,473
New +$1.08M 0.31% 61

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

Aveo Capital Partners's ACWI Position: Q1 2021 in Review

Aveo Capital Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2021, closing a stake of 4,489 shares — an estimated $407K sold.

Aveo Capital Partners first reported a position in ACWI in Q4 2016 and held it in 17 quarters. The position peaked at $3.55M in Q4 2017. 505 funds tracked by Wall St. Rank hold ACWI as of Q1 2021.

  • Aveo Capital Partners reported no remaining iShares MSCI ACWI ETF position as of Q1 2021 after selling out during the quarter.
  • Aveo Capital Partners sold 4,489 iShares MSCI ACWI ETF shares in Q1 2021, an estimated $407K.
  • Aveo Capital Partners first reported a position in iShares MSCI ACWI ETF in Q4 2016 and held it in 17 quarters.
  • Aveo Capital Partners's iShares MSCI ACWI ETF position peaked at $3.55M in Q4 2017.
  • 505 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2021.

Based on Aveo Capital Partners's 13F filing for Q1 2021, filed 11 May 2021.