Eaton Vance Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Eaton Vance Management’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 Q3	$284K	Sell	3,649 -177	-5%	-$15.3K	﹤0.01%	1444
2022 Q2	$321K	Sell	3,826 -1,263	-25%	-$115K	﹤0.01%	1456
2022 Q1	$507K	Hold	5,089	–	–	﹤0.01%	1513
2021 Q4	$538K	Hold	5,089	–	–	﹤0.01%	1311
2021 Q3	$507K	Hold	5,089	–	–	﹤0.01%	1215
2021 Q2	$515K	Hold	5,089	–	–	﹤0.01%	1341
2021 Q1	$484K	Hold	5,089	–	–	﹤0.01%	1287
2020 Q4	$461K	Buy	5,089 +13	+0.3%	+$1.11K	﹤0.01%	1240
2020 Q3	$406K	Hold	5,076	–	–	﹤0.01%	1162
2020 Q2	$374K	Hold	5,076	–	–	﹤0.01%	1145
2020 Q1	$318K	Hold	5,076	–	–	﹤0.01%	1134
2019 Q4	$402K	Buy	5,076 +105	+2%	+$8.03K	﹤0.01%	1164
2019 Q3	$367K	Hold	4,971	–	–	﹤0.01%	1164
2019 Q2	$366K	Hold	4,971	–	–	﹤0.01%	1153
2019 Q1	$359K	Sell	4,971 -43	-0.9%	-$2.99K	﹤0.01%	1110
2018 Q4	$322K	Hold	5,014	–	–	﹤0.01%	1074
2018 Q3	$372K	Sell	5,014 -1,021	-17%	-$74.7K	﹤0.01%	1085
2018 Q2	$429K	Hold	6,035	–	–	﹤0.01%	1032
2018 Q1	$433K	Hold	6,035	–	–	﹤0.01%	975
2017 Q4	$435K	Buy	6,035 +15	+0.2%	+$1.06K	﹤0.01%	986
2017 Q3	$414K	Hold	6,020	–	–	﹤0.01%	979
2017 Q2	$394K	Hold	6,020	–	–	﹤0.01%	975
2017 Q1	$381K	Hold	6,020	–	–	﹤0.01%	943
2016 Q4	$356K	Hold	6,020	–	–	﹤0.01%	906
2016 Q3	$356K	Buy	+6,020	New	+$351K	﹤0.01%	894

Other funds holding ACWI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

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

CPCM

Cornerstone Partners Capital Management Charlottesville, Virginia $34.4M AUM 26.36% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Eaton Vance Management's ACWI Position: Q3 2022 in Review

Eaton Vance Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 4.6% in Q3 2022, selling an estimated $15.3K and leaving 3,649 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Eaton Vance Management first reported a position in ACWI in Q3 2016 and has held it in 25 quarters since. The position peaked at $538K in Q4 2021. 549 funds tracked by Wall St. Rank hold ACWI as of Q3 2022.

Eaton Vance Management held 3,649 shares of iShares MSCI ACWI ETF worth $284K as of Q3 2022.
Eaton Vance Management sold 177 iShares MSCI ACWI ETF shares in Q3 2022, an estimated $15.3K.
iShares MSCI ACWI ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1444 holding.
Eaton Vance Management first reported a position in iShares MSCI ACWI ETF in Q3 2016 and has held it in 25 quarters since.
Eaton Vance Management's iShares MSCI ACWI ETF position peaked at $538K in Q4 2021.
549 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.