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Capital Guardian Trust’s iShares MSCI ACWI ETF ACWI Stock Holding History

Capital Guardian Trust’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
2018
Q4 		– Sell
-1,037
Closed -$77K – 264
2018
Q3 		$77K Buy
+1,037
New +$75.8K ﹤0.01% 297

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Guardian Trust's ACWI Position: Q4 2018 in Review

Capital Guardian Trust sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2018, closing a stake of 1,037 shares — an estimated $77K sold.

Capital Guardian Trust first reported a position in ACWI in Q3 2018 and held it in 1 quarter. The position peaked at $77K in Q3 2018. 397 funds tracked by Wall St. Rank hold ACWI as of Q4 2018.

  • Capital Guardian Trust reported no remaining iShares MSCI ACWI ETF position as of Q4 2018 after selling out during the quarter.
  • Capital Guardian Trust sold 1,037 iShares MSCI ACWI ETF shares in Q4 2018, an estimated $77K.
  • Capital Guardian Trust first reported a position in iShares MSCI ACWI ETF in Q3 2018 and held it in 1 quarter.
  • Capital Guardian Trust's iShares MSCI ACWI ETF position peaked at $77K in Q3 2018.
  • 397 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.