Fusion Investment Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Fusion Investment Group’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
2015 Q4	$1.91M	Buy	34,143 +1,427	+4%	+$81.6K	5.1%	2
2015 Q3	$1.76M	Buy	32,716 +6,072	+23%	+$349K	4.17%	3
2015 Q2	$1.58M	Sell	26,644 -57,758	-68%	-$3.57M	1.23%	13
2015 Q1	$5.07M	Sell	84,402 -29,413	-26%	-$1.75M	4.05%	5
2014 Q4	$6.66M	Buy	113,815 +3,749	+3%	+$220K	5.62%	5
2014 Q3	$6.48M	Sell	110,066 -7,438	-6%	-$448K	5.61%	5
2014 Q2	$7.08M	Sell	117,504 -2,339	-2%	-$139K	6.09%	4
2014 Q1	$6.97M	Buy	119,843 +44,806	+60%	+$2.55M	7.08%	3
2013 Q4	$4.32M	Buy	+75,037	New	+$4.2M	3.2%	4

Other funds holding ACWI

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Fusion Investment Group's ACWI Position: Q4 2015 in Review

Fusion Investment Group increased its iShares MSCI ACWI ETF (ACWI) stake by 4.4% in Q4 2015, buying an estimated $81.6K and bringing the position to 34,143 shares worth $1.91M. The position accounts for 5.1% of the portfolio, ranked #2.

Fusion Investment Group first reported a position in ACWI in Q4 2013 and has held it in 9 quarters since. The position peaked at $7.08M in Q2 2014. 212 funds tracked by Wall St. Rank hold ACWI as of Q4 2015.

Fusion Investment Group held 34,143 shares of iShares MSCI ACWI ETF worth $1.91M as of Q4 2015.
Fusion Investment Group bought 1,427 iShares MSCI ACWI ETF shares in Q4 2015, an estimated $81.6K.
iShares MSCI ACWI ETF made up 5.1% of Fusion Investment Group's portfolio in Q4 2015, its #2 holding.
Fusion Investment Group first reported a position in iShares MSCI ACWI ETF in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's iShares MSCI ACWI ETF position peaked at $7.08M in Q2 2014.
212 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.