Homrich & Berg’s iShares MSCI ACWI ETF ACWI Stock Holding History

Homrich & Berg’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	-2,818	Closed	-$223K	–	304
2019 Q4	$223K	Buy	+2,818	New	+$215K	0.01%	330

Other funds holding ACWI

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Homrich & Berg's ACWI Position: Q1 2020 in Review

Homrich & Berg sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2020, closing a stake of 2,818 shares — an estimated $223K sold.

Homrich & Berg first reported a position in ACWI in Q4 2019 and held it in 1 quarter. The position peaked at $223K in Q4 2019. 447 funds tracked by Wall St. Rank hold ACWI as of Q1 2020.

Homrich & Berg reported no remaining iShares MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
Homrich & Berg sold 2,818 iShares MSCI ACWI ETF shares in Q1 2020, an estimated $223K.
Homrich & Berg first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 1 quarter.
Homrich & Berg's iShares MSCI ACWI ETF position peaked at $223K in Q4 2019.
447 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2020.

Based on Homrich & Berg's 13F filing for Q1 2020, filed 8 May 2020.