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Baltimore-Washington Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Baltimore-Washington Financial Advisors’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
-6,316
Closed -$572K – 123
2020
Q4 		$572K Hold
6,316
– – 0.06% 91
2020
Q3 		$504K Hold
6,316
– – 0.07% 87
2020
Q2 		$465K Buy
6,316
+10
+0.2% +$698 0.06% 91
2020
Q1 		$394K Buy
+6,306
New +$467K 0.07% 94

Other funds holding ACWI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $22.3B AUM 79.91% 1-Year Est. Return

Baltimore-Washington Financial Advisors's ACWI Position: Q1 2021 in Review

Baltimore-Washington Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2021, closing a stake of 6,316 shares — an estimated $572K sold.

Baltimore-Washington Financial Advisors first reported a position in ACWI in Q1 2020 and held it in 4 quarters. The position peaked at $572K in Q4 2020. 504 funds tracked by Wall St. Rank hold ACWI as of Q1 2021.

  • Baltimore-Washington Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2021 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 6,316 iShares MSCI ACWI ETF shares in Q1 2021, an estimated $572K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2020 and held it in 4 quarters.
  • Baltimore-Washington Financial Advisors's iShares MSCI ACWI ETF position peaked at $572K in Q4 2020.
  • 504 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2021.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2021, filed 6 May 2021.