Gyroscope Capital Management Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Gyroscope Capital Management 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
2019 Q3	–	Sell	-13,219	Closed	-$986K	–	122
2019 Q2	$986K	Buy	13,219 +123	+0.9%	+$8.97K	0.37%	48
2019 Q1	$969K	Buy	13,096 +635	+5%	+$44.1K	0.37%	50
2018 Q4	$799K	Buy	12,461 +7,786	+167%	+$535K	0.31%	65
2018 Q3	$341K	Buy	+4,675	New	+$342K	0.14%	89

Other funds holding ACWI

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

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

Mass General Brigham Somerville, Massachusetts $469M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return