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Stuart Chaussee & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Stuart Chaussee & Associates’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
2018
Q1 		– Sell
-350,690
Closed -$25.3M – 107
2017
Q4 		$25.3M Buy
+350,690
New +$24.8M 18.28% 3

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

Stuart Chaussee & Associates's ACWI Position: Q1 2018 in Review

Stuart Chaussee & Associates sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2018, closing a stake of 350,690 shares — an estimated $25.3M sold.

Stuart Chaussee & Associates first reported a position in ACWI in Q4 2017 and held it in 1 quarter. The position peaked at $25.3M in Q4 2017. 320 funds tracked by Wall St. Rank hold ACWI as of Q1 2018.

  • Stuart Chaussee & Associates reported no remaining iShares MSCI ACWI ETF position as of Q1 2018 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 350,690 iShares MSCI ACWI ETF shares in Q1 2018, an estimated $25.3M.
  • Stuart Chaussee & Associates first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 1 quarter.
  • Stuart Chaussee & Associates's iShares MSCI ACWI ETF position peaked at $25.3M in Q4 2017.
  • 320 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2018.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2018, filed 19 Apr 2018.