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Campbell Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Campbell Wealth Management’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
Q3 		– Sell
-177
Closed -$13K – 66
2020
Q2 		$13K Buy
+177
New +$12.3K ﹤0.01% 242

Other funds holding ACWI

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Campbell Wealth Management's ACWI Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2020, closing a stake of 177 shares — an estimated $13K sold.

Campbell Wealth Management first reported a position in ACWI in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 443 funds tracked by Wall St. Rank hold ACWI as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 177 iShares MSCI ACWI ETF shares in Q3 2020, an estimated $13K.
  • Campbell Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares MSCI ACWI ETF position peaked at $13K in Q2 2020.
  • 443 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.