Emerald Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Emerald Advisors’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 Q1	–	Sell	-5,413	Closed	-$426K	–	73
2019 Q4	$426K	Buy	+5,413	New	+$414K	0.41%	35

Other funds holding ACWI

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emerald Advisors's ACWI Position: Q1 2020 in Review

Emerald Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2020, closing a stake of 5,413 shares — an estimated $426K sold.

Emerald Advisors first reported a position in ACWI in Q4 2019 and held it in 1 quarter. The position peaked at $426K in Q4 2019. 447 funds tracked by Wall St. Rank hold ACWI as of Q1 2020.

Emerald Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
Emerald Advisors sold 5,413 iShares MSCI ACWI ETF shares in Q1 2020, an estimated $426K.
Emerald Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 1 quarter.
Emerald Advisors's iShares MSCI ACWI ETF position peaked at $426K in Q4 2019.
447 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2020.

Based on Emerald Advisors's 13F filing for Q1 2020, filed 14 May 2020.