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Perella Weinberg Partners Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Perella Weinberg Partners Capital Management’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-19,170
Closed -$896K – 24
2019
Q2 		$896K Hold
19,170
– – 0.04% 193
2019
Q1 		$887K Hold
19,170
– – 0.04% 175
2018
Q4 		$804K Buy
+19,170
New +$845K 0.05% 173
2018
Q2 		– Sell
-19,170
Closed -$953K – 191
2018
Q1 		$953K Hold
19,170
– – 0.04% 186
2017
Q4 		$958K Hold
19,170
– – 0.09% 109
2017
Q3 		$927 Hold
19,170
– – 0.08% 121
2017
Q2 		$874K Hold
19,170
– – 0.11% 140
2017
Q1 		$836K Hold
19,170
– – 0.14% 106
2016
Q4 		$772K Buy
+19,170
New +$776K 0.2% 88

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Perella Weinberg Partners Capital Management's ACWX Position: Q3 2019 in Review

Perella Weinberg Partners Capital Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2019, closing a stake of 19,170 shares — an estimated $896K sold.

Perella Weinberg Partners Capital Management first reported a position in ACWX in Q4 2016 and held it in 9 quarters. The position peaked at $958K in Q4 2017. 280 funds tracked by Wall St. Rank hold ACWX as of Q3 2019.

  • Perella Weinberg Partners Capital Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2019 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 19,170 iShares MSCI ACWI ex US ETF shares in Q3 2019, an estimated $896K.
  • Perella Weinberg Partners Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2016 and held it in 9 quarters.
  • Perella Weinberg Partners Capital Management's iShares MSCI ACWI ex US ETF position peaked at $958K in Q4 2017.
  • 280 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.