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Mountain Capital Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Mountain Capital Investment 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
Q3 		– Sell
-14,533
Closed -$1.1M – 102
2020
Q2 		$1.1M Sell
14,533
-1,158
-7% -$80.8K 0.5% 24
2020
Q1 		$1.04M Buy
+15,691
New +$1.16M 0.54% 17

Other funds holding ACWI

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Mountain Capital Investment Advisors's ACWI Position: Q3 2020 in Review

Mountain Capital Investment Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2020, closing a stake of 14,533 shares — an estimated $1.1M sold.

Mountain Capital Investment Advisors first reported a position in ACWI in Q1 2020 and held it in 2 quarters. The position peaked at $1.1M in Q2 2020. 443 funds tracked by Wall St. Rank hold ACWI as of Q3 2020.

  • Mountain Capital Investment Advisors reported no remaining iShares MSCI ACWI ETF position as of Q3 2020 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 14,533 iShares MSCI ACWI ETF shares in Q3 2020, an estimated $1.1M.
  • Mountain Capital Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2020 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares MSCI ACWI ETF position peaked at $1.1M in Q2 2020.
  • 443 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.