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Copperleaf Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Copperleaf Capital’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
Q4 		– Sell
-12,021
Closed -$961K – 49
2020
Q3 		$961K Buy
12,021
+235
+2% +$18.6K 0.92% 36
2020
Q2 		$869K Buy
+11,786
New +$822K 0.9% 37

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Copperleaf Capital's ACWI Position: Q4 2020 in Review

Copperleaf Capital sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2020, closing a stake of 12,021 shares — an estimated $961K sold.

Copperleaf Capital first reported a position in ACWI in Q2 2020 and held it in 2 quarters. The position peaked at $961K in Q3 2020. 503 funds tracked by Wall St. Rank hold ACWI as of Q4 2020.

  • Copperleaf Capital reported no remaining iShares MSCI ACWI ETF position as of Q4 2020 after selling out during the quarter.
  • Copperleaf Capital sold 12,021 iShares MSCI ACWI ETF shares in Q4 2020, an estimated $961K.
  • Copperleaf Capital first reported a position in iShares MSCI ACWI ETF in Q2 2020 and held it in 2 quarters.
  • Copperleaf Capital's iShares MSCI ACWI ETF position peaked at $961K in Q3 2020.
  • 503 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2020.

Based on Copperleaf Capital's 13F filing for Q4 2020, filed 4 Feb 2021.