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Frontier Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Frontier Investment 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
2020
Q2 		$2.57M Buy
34,874
+799
+2% +$55.7K 0.16% 65
2020
Q1 		$2.13M Sell
34,075
-5,429
-14% -$402K 0.16% 66
2019
Q4 		$3.13M Buy
39,504
+722
+2% +$55.2K 0.18% 66
2019
Q3 		$2.86M Buy
38,782
+1,910
+5% +$140K 0.18% 71
2019
Q2 		$2.72M Buy
36,872
+2,989
+9% +$218K 0.18% 68
2019
Q1 		$2.44M Buy
33,883
+554
+2% +$38.5K 0.15% 78
2018
Q4 		$2.14M Buy
33,329
+7,441
+29% +$511K 0.16% 88
2018
Q3 		$1.92M Buy
25,888
+282
+1% +$20.6K 0.14% 97
2018
Q2 		$1.82M Sell
25,606
-164
-0.6% -$11.9K 0.14% 101
2018
Q1 		$1.85M Buy
25,770
+3,459
+16% +$255K 0.15% 91
2017
Q4 		$1.61M Buy
22,311
+1,071
+5% +$75.8K 0.13% 97
2017
Q3 		$1.46M Buy
21,240
+3,177
+18% +$214K 0.12% 105
2017
Q2 		$1.18M Buy
18,063
+650
+4% +$42.2K 0.11% 111
2017
Q1 		$1.1M Sell
17,413
-4,421
-20% -$274K 0.11% 96
2016
Q4 		$1.29M Buy
21,834
+5,597
+34% +$328K 0.12% 103
2016
Q3 		$9.6M Buy
16,237
+458
+3% +$26.7K 0.08% 109
2016
Q2 		$887K Buy
15,779
+63
+0.4% +$3.56K 0.11% 112
2016
Q1 		$862K Sell
15,716
-2,112
-12% -$112K 0.11% 102
2015
Q4 		$995K Sell
17,828
-1,520
-8% -$86.9K 0.15% 89
2015
Q3 		$1.04M Sell
19,348
-1,009
-5% -$58K 0.17% 88
2015
Q2 		$1.21M Buy
20,357
+4,142
+26% +$256K 0.14% 92
2015
Q1 		$1M Buy
+16,215
New +$964K 0.14% 93

Other funds holding ACWI

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Frontier Investment Management's ACWI Position: Q2 2020 in Review

Frontier Investment Management increased its iShares MSCI ACWI ETF (ACWI) stake by 2.3% in Q2 2020, buying an estimated $55.7K and bringing the position to 34,874 shares worth $2.57M. The position accounts for 0.16% of the portfolio, ranked #65.

Frontier Investment Management first reported a position in ACWI in Q1 2015 and has held it in 22 quarters since. The position peaked at $9.6M in Q3 2016. 439 funds tracked by Wall St. Rank hold ACWI as of Q2 2020.

  • Frontier Investment Management held 34,874 shares of iShares MSCI ACWI ETF worth $2.57M as of Q2 2020.
  • Frontier Investment Management bought 799 iShares MSCI ACWI ETF shares in Q2 2020, an estimated $55.7K.
  • iShares MSCI ACWI ETF made up 0.16% of Frontier Investment Management's portfolio in Q2 2020, its #65 holding.
  • Frontier Investment Management first reported a position in iShares MSCI ACWI ETF in Q1 2015 and has held it in 22 quarters since.
  • Frontier Investment Management's iShares MSCI ACWI ETF position peaked at $9.6M in Q3 2016.
  • 439 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.