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Smart Money Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Smart Money Group’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
Q2 		– Sell
-85,915
Closed -$5.38M – 82
2020
Q1 		$5.38M Buy
85,915
+276
+0.3% +$20.4K 3.78% 6
2019
Q4 		$6.79M Buy
85,639
+14,962
+21% +$1.14M 3.97% 7
2019
Q3 		$5.21M Buy
70,677
+1,934
+3% +$142K 4.18% 6
2019
Q2 		$5.07M Sell
68,743
-3,607
-5% -$263K 4.19% 6
2019
Q1 		$5.22M Buy
+72,350
New +$5.03M 4.56% 4

Other funds holding ACWI

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Smart Money Group's ACWI Position: Q2 2020 in Review

Smart Money Group sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2020, closing a stake of 85,915 shares — an estimated $5.38M sold.

Smart Money Group first reported a position in ACWI in Q1 2019 and held it in 5 quarters. The position peaked at $6.79M in Q4 2019. 439 funds tracked by Wall St. Rank hold ACWI as of Q2 2020.

  • Smart Money Group reported no remaining iShares MSCI ACWI ETF position as of Q2 2020 after selling out during the quarter.
  • Smart Money Group sold 85,915 iShares MSCI ACWI ETF shares in Q2 2020, an estimated $5.38M.
  • Smart Money Group first reported a position in iShares MSCI ACWI ETF in Q1 2019 and held it in 5 quarters.
  • Smart Money Group's iShares MSCI ACWI ETF position peaked at $6.79M in Q4 2019.
  • 439 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2020.

Based on Smart Money Group's 13F filing for Q2 2020, filed 29 Jul 2020.