CC
ACWI icon

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

Curian 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
2014
Q2 		– Sell
-1,203,335
Closed -$70M – 575
2014
Q1 		$70M Buy
1,203,335
+23,510
+2% +$1.34M 1.24% 14
2013
Q4 		$68M Sell
1,179,825
-193,194
-14% -$10.8M 1.2% 15
2013
Q3 		$74M Sell
1,373,019
-46,257
-3% -$2.43M 1.32% 15
2013
Q2 		$71M Buy
+1,419,276
New +$73.4M 1.29% 17

Other funds holding ACWI

ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

Curian Capital's ACWI Position: Q2 2014 in Review

Curian Capital sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2014, closing a stake of 1,203,335 shares — an estimated $70M sold.

Curian Capital first reported a position in ACWI in Q2 2013 and held it in 4 quarters. The position peaked at $74M in Q3 2013. 137 funds tracked by Wall St. Rank hold ACWI as of Q2 2014.

  • Curian Capital reported no remaining iShares MSCI ACWI ETF position as of Q2 2014 after selling out during the quarter.
  • Curian Capital sold 1,203,335 iShares MSCI ACWI ETF shares in Q2 2014, an estimated $70M.
  • Curian Capital first reported a position in iShares MSCI ACWI ETF in Q2 2013 and held it in 4 quarters.
  • Curian Capital's iShares MSCI ACWI ETF position peaked at $74M in Q3 2013.
  • 137 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2014.

Based on Curian Capital's 13F filing for Q2 2014, filed 29 Jul 2014.