JOYN Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

JOYN Advisors’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	$1.24M	Buy	19,788 +1,303	+7%	+$96.5K	0.41%	20
2019 Q4	$1.47M	Buy	18,485 +475	+3%	+$36.3K	0.31%	20
2019 Q3	$1.33M	Sell	18,010 -885	-5%	-$64.9K	0.29%	23
2019 Q2	$1.33M	Buy	18,895 +13,695	+263%	+$999K	0.3%	26
2019 Q1	$375K	Buy	5,200 +5,174	+19,900%	+$360K	0.09%	58
2018 Q4	$2K	Hold	26	–	–	﹤0.01%	1463
2018 Q3	$2K	Hold	26	–	–	﹤0.01%	1421
2018 Q2	$2K	Buy	+26	New	+$1.89K	﹤0.01%	1375

Other funds holding ACWI

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JOYN Advisors's ACWI Position: Q1 2020 in Review

JOYN Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 7% in Q1 2020, buying an estimated $96.5K and bringing the position to 19,788 shares worth $1.24M. The position accounts for 0.41% of the portfolio, ranked #20.

JOYN Advisors first reported a position in ACWI in Q2 2018 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2019. 448 funds tracked by Wall St. Rank hold ACWI as of Q1 2020.

JOYN Advisors held 19,788 shares of iShares MSCI ACWI ETF worth $1.24M as of Q1 2020.
JOYN Advisors bought 1,303 iShares MSCI ACWI ETF shares in Q1 2020, an estimated $96.5K.
iShares MSCI ACWI ETF made up 0.41% of JOYN Advisors's portfolio in Q1 2020, its #20 holding.
JOYN Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2018 and has held it in 8 quarters since.
JOYN Advisors's iShares MSCI ACWI ETF position peaked at $1.47M in Q4 2019.
448 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.