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Bel Air Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bel Air Investment 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
Q2 		$2.93M Buy
28,977
+3,880
+15% +$387K 0.09% 104
2021
Q1 		$2.39M Buy
+25,097
New +$2.36M 0.08% 122

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bel Air Investment Advisors's ACWI Position: Q2 2021 in Review

Bel Air Investment Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 15% in Q2 2021, buying an estimated $387K and bringing the position to 28,977 shares worth $2.93M. The position accounts for 0.09% of the portfolio, ranked #104.

Bel Air Investment Advisors first reported a position in ACWI in Q1 2021 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold ACWI as of Q2 2021.

  • Bel Air Investment Advisors held 28,977 shares of iShares MSCI ACWI ETF worth $2.93M as of Q2 2021.
  • Bel Air Investment Advisors bought 3,880 iShares MSCI ACWI ETF shares in Q2 2021, an estimated $387K.
  • iShares MSCI ACWI ETF made up 0.09% of Bel Air Investment Advisors's portfolio in Q2 2021, its #104 holding.
  • Bel Air Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2021 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.