ClearBridge Investments
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ClearBridge Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

ClearBridge Investments’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
2017
Q1 		– Sell
-193
Closed -$11K – 1126
2016
Q4 		$11K Buy
+193
New +$11.3K ﹤0.01% 1064

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JMPWA
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ST
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Morgan Stanley
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Citigroup
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3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SP
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PP
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments's ACWI Position: Q1 2017 in Review

ClearBridge Investments sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2017, closing a stake of 193 shares — an estimated $11K sold.

ClearBridge Investments first reported a position in ACWI in Q4 2016 and held it in 1 quarter. The position peaked at $11K in Q4 2016. 248 funds tracked by Wall St. Rank hold ACWI as of Q1 2017.

  • ClearBridge Investments reported no remaining iShares MSCI ACWI ETF position as of Q1 2017 after selling out during the quarter.
  • ClearBridge Investments sold 193 iShares MSCI ACWI ETF shares in Q1 2017, an estimated $11K.
  • ClearBridge Investments first reported a position in iShares MSCI ACWI ETF in Q4 2016 and held it in 1 quarter.
  • ClearBridge Investments's iShares MSCI ACWI ETF position peaked at $11K in Q4 2016.
  • 248 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2017.

Based on ClearBridge Investments's 13F filing for Q1 2017, filed 15 May 2017.