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Marino Stram & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Marino Stram & Associates’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
-4,779
Closed -$379K – 95
2019
Q4 		$379K Buy
+4,779
New +$365K 0.25% 63

Other funds holding ACWI

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marino Stram & Associates's ACWI Position: Q1 2020 in Review

Marino Stram & Associates sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2020, closing a stake of 4,779 shares — an estimated $379K sold.

Marino Stram & Associates first reported a position in ACWI in Q4 2019 and held it in 1 quarter. The position peaked at $379K in Q4 2019. 448 funds tracked by Wall St. Rank hold ACWI as of Q1 2020.

  • Marino Stram & Associates reported no remaining iShares MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
  • Marino Stram & Associates sold 4,779 iShares MSCI ACWI ETF shares in Q1 2020, an estimated $379K.
  • Marino Stram & Associates first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 1 quarter.
  • Marino Stram & Associates's iShares MSCI ACWI ETF position peaked at $379K in Q4 2019.
  • 448 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2020.

Based on Marino Stram & Associates's 13F filing for Q1 2020, filed 5 May 2020.