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Sanders Morris Harris’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sanders Morris Harris’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
2016
Q2 		– Sell
-6,410
Closed -$359K – 243
2016
Q1 		$359K Buy
+6,410
New +$340K 0.06% 225

Other funds holding ACWI

IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $202M AUM 16.99% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sanders Morris Harris's ACWI Position: Q2 2016 in Review

Sanders Morris Harris sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2016, closing a stake of 6,410 shares — an estimated $359K sold.

Sanders Morris Harris first reported a position in ACWI in Q1 2016 and held it in 1 quarter. The position peaked at $359K in Q1 2016. 208 funds tracked by Wall St. Rank hold ACWI as of Q2 2016.

  • Sanders Morris Harris reported no remaining iShares MSCI ACWI ETF position as of Q2 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 6,410 iShares MSCI ACWI ETF shares in Q2 2016, an estimated $359K.
  • Sanders Morris Harris first reported a position in iShares MSCI ACWI ETF in Q1 2016 and held it in 1 quarter.
  • Sanders Morris Harris's iShares MSCI ACWI ETF position peaked at $359K in Q1 2016.
  • 208 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2016.

Based on Sanders Morris Harris's 13F filing for Q2 2016, filed 25 Jul 2016.