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Moseley Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Moseley Investment Management’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
Q2 		– Sell
-10,672
Closed -$668K – 129
2020
Q1 		$668K Sell
10,672
-9,474
-47% -$702K 0.78% 42
2019
Q4 		$1.6M Sell
20,146
-35,710
-64% -$2.73M 1.57% 18
2019
Q3 		$4.12M Buy
55,856
+6,387
+13% +$468K 4.32% 1
2019
Q2 		$3.65M Buy
49,469
+5,207
+12% +$380K 3.4% 6
2019
Q1 		$3.19M Buy
+44,262
New +$3.08M 3.32% 5

Other funds holding ACWI

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Moseley Investment Management's ACWI Position: Q2 2020 in Review

Moseley Investment Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2020, closing a stake of 10,672 shares — an estimated $668K sold.

Moseley Investment Management first reported a position in ACWI in Q1 2019 and held it in 5 quarters. The position peaked at $4.12M in Q3 2019. 439 funds tracked by Wall St. Rank hold ACWI as of Q2 2020.

  • Moseley Investment Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2020 after selling out during the quarter.
  • Moseley Investment Management sold 10,672 iShares MSCI ACWI ETF shares in Q2 2020, an estimated $668K.
  • Moseley Investment Management first reported a position in iShares MSCI ACWI ETF in Q1 2019 and held it in 5 quarters.
  • Moseley Investment Management's iShares MSCI ACWI ETF position peaked at $4.12M in Q3 2019.
  • 439 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2020.

Based on Moseley Investment Management's 13F filing for Q2 2020, filed 24 Jul 2020.