LI
ACWI icon

LMCG Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

LMCG 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
2015
Q3 		$437K Buy
8,106
+2,460
+44% +$142K 0.01% 476
2015
Q2 		$336K Sell
5,646
-210
-4% -$13K 0.01% 493
2015
Q1 		$351K Sell
5,856
-23,364
-80% -$1.39M 0.01% 507
2014
Q4 		$1.71M Buy
+29,220
New +$1.72M 0.04% 355
2014
Q1 		– Sell
-22,995
Closed -$1.32M – 468
2013
Q4 		$1.32M Buy
+22,995
New +$1.29M 0.03% 362

Other funds holding ACWI

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 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 $95.4B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return