FM
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Forward Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Forward 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
2018
Q4 		– Sell
-405
Closed -$30K – 49
2018
Q3 		$30K Sell
405
-15
-4% -$1.1K 0.01% 133
2018
Q2 		$30K Buy
+420
New +$30.5K ﹤0.01% 154
2018
Q1 		– Sell
-623
Closed -$45K – 190
2017
Q4 		$45K Buy
+623
New +$44.1K 0.01% 193
2017
Q1 		– Sell
-800
Closed -$47K – 183
2016
Q4 		$47K Buy
+800
New +$47K ﹤0.01% 214
2016
Q3 		– Hold
0
– – – 201
2016
Q2 		– Hold
0
– – – 225
2016
Q1 		– Sell
-505
Closed -$28K – 249
2015
Q4 		$28K Buy
+505
New +$28.9K ﹤0.01% 242

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return