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

Rockbridge 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
2021
Q1 		– Sell
-200
Closed -$18K – 706
2020
Q4 		$18K Hold
200
– – ﹤0.01% 423
2020
Q3 		$16K Buy
+200
New +$15.8K ﹤0.01% 413

Other funds holding ACWI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Rockbridge Investment Management's ACWI Position: Q1 2021 in Review

Rockbridge Investment Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2021, closing a stake of 200 shares — an estimated $18K sold.

Rockbridge Investment Management first reported a position in ACWI in Q3 2020 and held it in 2 quarters. The position peaked at $18K in Q4 2020. 505 funds tracked by Wall St. Rank hold ACWI as of Q1 2021.

  • Rockbridge Investment Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 200 iShares MSCI ACWI ETF shares in Q1 2021, an estimated $18K.
  • Rockbridge Investment Management first reported a position in iShares MSCI ACWI ETF in Q3 2020 and held it in 2 quarters.
  • Rockbridge Investment Management's iShares MSCI ACWI ETF position peaked at $18K in Q4 2020.
  • 505 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.