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Braun-Bostich & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Braun-Bostich & Associates’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
-516
Closed -$41K – 300
2019
Q4 		$41K Buy
+516
New +$39.5K 0.04% 151

Other funds holding ACWI

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Braun-Bostich & Associates's ACWI Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2020, closing a stake of 516 shares — an estimated $41K sold.

Braun-Bostich & Associates first reported a position in ACWI in Q4 2019 and held it in 1 quarter. The position peaked at $41K in Q4 2019. 447 funds tracked by Wall St. Rank hold ACWI as of Q1 2020.

  • Braun-Bostich & Associates reported no remaining iShares MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 516 iShares MSCI ACWI ETF shares in Q1 2020, an estimated $41K.
  • Braun-Bostich & Associates first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 1 quarter.
  • Braun-Bostich & Associates's iShares MSCI ACWI ETF position peaked at $41K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.