BFIC
ACWI icon

Bedell Frazier Investment Counselling’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bedell Frazier Investment Counselling’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
2023
Q1 		– Sell
-257,643
Closed -$21.9M – 90
2022
Q4 		$21.9M Buy
+257,643
New +$21.7M 5.72% 3

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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

Bedell Frazier Investment Counselling's ACWI Position: Q1 2023 in Review

Bedell Frazier Investment Counselling sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2023, closing a stake of 257,643 shares — an estimated $21.9M sold.

Bedell Frazier Investment Counselling first reported a position in ACWI in Q4 2022 and held it in 1 quarter. The position peaked at $21.9M in Q4 2022. 594 funds tracked by Wall St. Rank hold ACWI as of Q1 2023.

  • Bedell Frazier Investment Counselling reported no remaining iShares MSCI ACWI ETF position as of Q1 2023 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 257,643 iShares MSCI ACWI ETF shares in Q1 2023, an estimated $21.9M.
  • Bedell Frazier Investment Counselling first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 1 quarter.
  • Bedell Frazier Investment Counselling's iShares MSCI ACWI ETF position peaked at $21.9M in Q4 2022.
  • 594 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2023.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2023, filed 9 May 2023.