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Rinet Company’s iShares MSCI ACWI ETF ACWI Stock Holding History

Rinet Company’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
2021
Q3 		$586K Buy
5,860
+460
+9% +$47.2K 0.11% 52
2021
Q2 		$546K Sell
5,400
-580
-10% -$57.8K 0.1% 48
2021
Q1 		$569K Sell
5,980
-1,702
-22% -$160K 0.12% 47
2020
Q4 		$697K Sell
7,682
-167
-2% -$14.3K 0.2% 19
2020
Q3 		$627K Buy
7,849
+12
+0.2% +$950 0.21% 19
2020
Q2 		$578K Sell
7,837
-197
-2% -$13.7K 0.2% 21
2020
Q1 		$503K Buy
8,034
+16
+0.2% +$1.19K 0.19% 21
2019
Q4 		$635K Sell
8,018
-595
-7% -$45.5K 0.17% 20
2019
Q3 		$635K Sell
8,613
-66
-0.8% -$4.84K 0.2% 20
2019
Q2 		$640K Buy
8,679
+350
+4% +$25.5K 0.2% 19
2019
Q1 		$601K Buy
8,329
+151
+2% +$10.5K 0.19% 18
2018
Q4 		$525K Buy
8,178
+1,199
+17% +$82.3K 0.19% 19
2018
Q3 		$518K Buy
6,979
+1,330
+24% +$97.3K 0.19% 20
2018
Q2 		$402K Buy
5,649
+584
+12% +$42.4K 0.15% 19
2018
Q1 		$363K Buy
5,065
+460
+10% +$33.9K 0.14% 18
2017
Q4 		$332K Sell
4,605
-284
-6% -$20.1K 0.13% 19
2017
Q3 		$336K Buy
4,889
+447
+10% +$30.1K 0.14% 20
2017
Q2 		$291K Sell
4,442
-5,464
-55% -$355K 0.12% 19
2017
Q1 		$627K Hold
9,906
– – 0.29% 17
2016
Q4 		$586K Sell
9,906
-1,324
-12% -$77.7K 0.43% 15
2016
Q3 		$664K Buy
11,230
+24
+0.2% +$1.4K 0.52% 14
2016
Q2 		$630K Buy
11,206
+229
+2% +$12.9K 0.5% 14
2016
Q1 		$615K Sell
10,977
-1,812
-14% -$96.1K 0.48% 14
2015
Q4 		$714K Buy
12,789
+3,488
+38% +$199K 0.49% 14
2015
Q3 		$502K Buy
9,301
+368
+4% +$21.2K 0.43% 14
2015
Q2 		$531K Buy
+8,933
New +$552K 0.45% 13

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CA
Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return

Rinet Company's ACWI Position: Q3 2021 in Review

Rinet Company increased its iShares MSCI ACWI ETF (ACWI) stake by 8.5% in Q3 2021, buying an estimated $47.2K and bringing the position to 5,860 shares worth $586K. The position accounts for 0.11% of the portfolio, ranked #52.

Rinet Company first reported a position in ACWI in Q2 2015 and has held it in 26 quarters since. The position peaked at $714K in Q4 2015. 510 funds tracked by Wall St. Rank hold ACWI as of Q3 2021.

  • Rinet Company held 5,860 shares of iShares MSCI ACWI ETF worth $586K as of Q3 2021.
  • Rinet Company bought 460 iShares MSCI ACWI ETF shares in Q3 2021, an estimated $47.2K.
  • iShares MSCI ACWI ETF made up 0.11% of Rinet Company's portfolio in Q3 2021, its #52 holding.
  • Rinet Company first reported a position in iShares MSCI ACWI ETF in Q2 2015 and has held it in 26 quarters since.
  • Rinet Company's iShares MSCI ACWI ETF position peaked at $714K in Q4 2015.
  • 510 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.