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Beacon Financial Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beacon Financial Advisory’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
-5,017
Closed -$313K – 146
2020
Q1 		$313K Buy
5,017
+679
+16% +$50.3K 0.4% 84
2019
Q4 		$343K Buy
+4,338
New +$332K 0.29% 101

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 $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Beacon Financial Advisory's ACWI Position: Q2 2020 in Review

Beacon Financial Advisory sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2020, closing a stake of 5,017 shares — an estimated $313K sold.

Beacon Financial Advisory first reported a position in ACWI in Q4 2019 and held it in 2 quarters. The position peaked at $343K in Q4 2019. 439 funds tracked by Wall St. Rank hold ACWI as of Q2 2020.

  • Beacon Financial Advisory reported no remaining iShares MSCI ACWI ETF position as of Q2 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 5,017 iShares MSCI ACWI ETF shares in Q2 2020, an estimated $313K.
  • Beacon Financial Advisory first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 2 quarters.
  • Beacon Financial Advisory's iShares MSCI ACWI ETF position peaked at $343K in Q4 2019.
  • 439 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2020.

Based on Beacon Financial Advisory's 13F filing for Q2 2020, filed 7 Jul 2020.