Clifford Swan Investment Counsel’s iShares MSCI ACWI ETF ACWI Stock Holding History

Clifford Swan Investment Counsel’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
2022 Q1	–	Sell	-71,669	Closed	-$7.58M	–	322
2021 Q4	$7.58M	Buy	71,669 +22,300	+45%	+$2.33M	0.27%	93
2021 Q3	$5.22M	Buy	+49,369	New	+$5.07M	0.19%	110

Other funds holding ACWI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Clifford Swan Investment Counsel's ACWI Position: Q1 2022 in Review

Clifford Swan Investment Counsel sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2022, closing a stake of 71,669 shares — an estimated $7.58M sold.

Clifford Swan Investment Counsel first reported a position in ACWI in Q3 2021 and held it in 2 quarters. The position peaked at $7.58M in Q4 2021. 566 funds tracked by Wall St. Rank hold ACWI as of Q1 2022.

Clifford Swan Investment Counsel reported no remaining iShares MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
Clifford Swan Investment Counsel sold 71,669 iShares MSCI ACWI ETF shares in Q1 2022, an estimated $7.58M.
Clifford Swan Investment Counsel first reported a position in iShares MSCI ACWI ETF in Q3 2021 and held it in 2 quarters.
Clifford Swan Investment Counsel's iShares MSCI ACWI ETF position peaked at $7.58M in Q4 2021.
566 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2022, filed 3 May 2022.