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Beam Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beam Wealth 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
2020
Q1 		– Sell
-17,459
Closed -$1.38M – 144
2019
Q4 		$1.38M Buy
+17,459
New +$1.33M 1.29% 16

Other funds holding ACWI

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beam Wealth Advisors's ACWI Position: Q1 2020 in Review

Beam Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2020, closing a stake of 17,459 shares — an estimated $1.38M sold.

Beam Wealth Advisors first reported a position in ACWI in Q4 2019 and held it in 1 quarter. The position peaked at $1.38M in Q4 2019. 448 funds tracked by Wall St. Rank hold ACWI as of Q1 2020.

  • Beam Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 17,459 iShares MSCI ACWI ETF shares in Q1 2020, an estimated $1.38M.
  • Beam Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's iShares MSCI ACWI ETF position peaked at $1.38M in Q4 2019.
  • 448 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.