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

Bel Air Investment Advisors’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$722K Sell
12,546
-2,298
-15% -$132K 0.02% 214
2021
Q1 		$819K Buy
+14,844
New +$820K 0.03% 205

Other funds holding ACWX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bel Air Investment Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 15% in Q2 2021, selling an estimated $132K and leaving 12,546 shares worth $722K. The position accounts for 0.02% of the portfolio, ranked #214.

Bel Air Investment Advisors first reported a position in ACWX in Q1 2021 and has held it in 2 quarters since. The position peaked at $819K in Q1 2021. 348 funds tracked by Wall St. Rank hold ACWX as of Q2 2021.

  • Bel Air Investment Advisors held 12,546 shares of iShares MSCI ACWI ex US ETF worth $722K as of Q2 2021.
  • Bel Air Investment Advisors sold 2,298 iShares MSCI ACWI ex US ETF shares in Q2 2021, an estimated $132K.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #214 holding.
  • Bel Air Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's iShares MSCI ACWI ex US ETF position peaked at $819K in Q1 2021.
  • 348 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2021.

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