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Grimes & Company’s iShares MSCI ACWI ETF ACWI Stock Holding History

Grimes & Company’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
-2,621
Closed -$208K – 231
2019
Q4 		$208K Sell
2,621
-378
-13% -$28.9K 0.01% 249
2019
Q3 		$221K Sell
2,999
-143
-5% -$10.5K 0.02% 232
2019
Q2 		$232K Buy
+3,142
New +$229K 0.02% 223

Other funds holding ACWI

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Grimes & Company's ACWI Position: Q1 2020 in Review

Grimes & Company sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2020, closing a stake of 2,621 shares — an estimated $208K sold.

Grimes & Company first reported a position in ACWI in Q2 2019 and held it in 3 quarters. The position peaked at $232K in Q2 2019. 447 funds tracked by Wall St. Rank hold ACWI as of Q1 2020.

  • Grimes & Company reported no remaining iShares MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
  • Grimes & Company sold 2,621 iShares MSCI ACWI ETF shares in Q1 2020, an estimated $208K.
  • Grimes & Company first reported a position in iShares MSCI ACWI ETF in Q2 2019 and held it in 3 quarters.
  • Grimes & Company's iShares MSCI ACWI ETF position peaked at $232K in Q2 2019.
  • 447 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2020.

Based on Grimes & Company's 13F filing for Q1 2020, filed 5 May 2020.