HI
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Hendershot Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

Hendershot Investments’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
2017
Q2 		– Sell
-4,484
Closed -$284K – 68
2017
Q1 		$284K Buy
+4,484
New +$278K 0.13% 57

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
ST
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Hendershot Investments's ACWI Position: Q2 2017 in Review

Hendershot Investments sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2017, closing a stake of 4,484 shares — an estimated $284K sold.

Hendershot Investments first reported a position in ACWI in Q1 2017 and held it in 1 quarter. The position peaked at $284K in Q1 2017. 238 funds tracked by Wall St. Rank hold ACWI as of Q2 2017.

  • Hendershot Investments reported no remaining iShares MSCI ACWI ETF position as of Q2 2017 after selling out during the quarter.
  • Hendershot Investments sold 4,484 iShares MSCI ACWI ETF shares in Q2 2017, an estimated $284K.
  • Hendershot Investments first reported a position in iShares MSCI ACWI ETF in Q1 2017 and held it in 1 quarter.
  • Hendershot Investments's iShares MSCI ACWI ETF position peaked at $284K in Q1 2017.
  • 238 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2017.

Based on Hendershot Investments's 13F filing for Q2 2017, filed 18 Jul 2017.