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Founders Bank & Trust’s iShares MSCI ACWI ETF ACWI Stock Holding History

Founders Bank & Trust’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
Q4 		$105K Hold
1,798
– – 0.06% 141
2014
Q3 		$106K Hold
1,798
– – 0.06% 135
2014
Q2 		$108K Hold
1,798
– – 0.06% 133
2014
Q1 		$105K Hold
1,798
– – 0.06% 123
2013
Q4 		$98K Hold
1,798
– – 0.06% 124
2013
Q3 		$97K Hold
1,798
– – 0.05% 121
2013
Q2 		$90K Buy
+1,798
New +$93K 0.05% 116

Other funds holding ACWI

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Founders Bank & Trust's ACWI Position: Q4 2014 in Review

Founders Bank & Trust held its iShares MSCI ACWI ETF (ACWI) position steady in Q4 2014 at 1,798 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #141.

Founders Bank & Trust first reported a position in ACWI in Q2 2013 and has held it in 7 quarters since. The position peaked at $108K in Q2 2014. 175 funds tracked by Wall St. Rank hold ACWI as of Q4 2014.

  • Founders Bank & Trust held 1,798 shares of iShares MSCI ACWI ETF worth $105K as of Q4 2014.
  • Founders Bank & Trust left its iShares MSCI ACWI ETF share count unchanged in Q4 2014.
  • iShares MSCI ACWI ETF made up 0.06% of Founders Bank & Trust's portfolio in Q4 2014, its #141 holding.
  • Founders Bank & Trust first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's iShares MSCI ACWI ETF position peaked at $108K in Q2 2014.
  • 175 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.