Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sumitomo Mitsui Trust 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
2015
Q1 		– Sell
-187,095
Closed -$11M – 887
2014
Q4 		$11M Buy
187,095
+1,485
+0.8% +$87.2K 0.02% 616
2014
Q3 		$10.9M Buy
+185,610
New +$11.2M 0.02% 618

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Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
SRA
Summit Rock Advisors New York $47M AUM 15.03% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group's ACWI Position: Q1 2015 in Review

Sumitomo Mitsui Trust Group sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2015, closing a stake of 187,095 shares — an estimated $11M sold.

Sumitomo Mitsui Trust Group first reported a position in ACWI in Q3 2014 and held it in 2 quarters. The position peaked at $11M in Q4 2014. 172 funds tracked by Wall St. Rank hold ACWI as of Q1 2015.

  • Sumitomo Mitsui Trust Group reported no remaining iShares MSCI ACWI ETF position as of Q1 2015 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 187,095 iShares MSCI ACWI ETF shares in Q1 2015, an estimated $11M.
  • Sumitomo Mitsui Trust Group first reported a position in iShares MSCI ACWI ETF in Q3 2014 and held it in 2 quarters.
  • Sumitomo Mitsui Trust Group's iShares MSCI ACWI ETF position peaked at $11M in Q4 2014.
  • 172 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2015.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2015, filed 8 May 2015.