CPP
ACWI icon

Crow Point Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Crow Point Partners’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
2019
Q4 		$438K Sell
10,000
-33,682
-77% -$2.58M 0.75% 32
2019
Q3 		$3.21M Buy
43,682
+12,482
+40% +$915K 0.47% 38
2019
Q2 		$2.3M Buy
31,200
+14,200
+84% +$1.04M 0.37% 37
2019
Q1 		$1.23M Hold
17,000
– – 0.21% 46
2018
Q4 		$1.08M Buy
17,000
+10,200
+150% +$700K 0.2% 46
2018
Q3 		$505K Buy
+6,800
New +$497K 0.09% 81
2018
Q2 		– Sell
-12,750
Closed -$914K – 124
2018
Q1 		$914K Buy
12,750
+317
+3% +$23.4K 0.17% 53
2017
Q4 		$897K Buy
+12,433
New +$880K 0.14% 79

Other funds holding ACWI

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM