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Cypress Wealth Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cypress Wealth Services’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
Q2 		– Sell
-3,354
Closed -$210K – 274
2020
Q1 		$210K Buy
+3,354
New +$248K 0.06% 222

Other funds holding ACWI

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
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

Cypress Wealth Services's ACWI Position: Q2 2020 in Review

Cypress Wealth Services sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2020, closing a stake of 3,354 shares — an estimated $210K sold.

Cypress Wealth Services first reported a position in ACWI in Q1 2020 and held it in 1 quarter. The position peaked at $210K in Q1 2020. 439 funds tracked by Wall St. Rank hold ACWI as of Q2 2020.

  • Cypress Wealth Services reported no remaining iShares MSCI ACWI ETF position as of Q2 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 3,354 iShares MSCI ACWI ETF shares in Q2 2020, an estimated $210K.
  • Cypress Wealth Services first reported a position in iShares MSCI ACWI ETF in Q1 2020 and held it in 1 quarter.
  • Cypress Wealth Services's iShares MSCI ACWI ETF position peaked at $210K in Q1 2020.
  • 439 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2020.

Based on Cypress Wealth Services's 13F filing for Q2 2020, filed 15 Jul 2020.