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Sun Life Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sun Life Financial’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$69K Sell
1,661
-176
-10% -$7.16K 0.01% 94
2016
Q2 		$72K Sell
1,837
-351
-16% -$13.9K 0.01% 115
2016
Q1 		$86.4K Hold
2,188
– – 0.17% 23
2015
Q4 		$87K Buy
+2,188
New +$89.6K 0.01% 96

Other funds holding ACWX

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sun Life Financial's ACWX Position: Q3 2016 in Review

Sun Life Financial reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 9.6% in Q3 2016, selling an estimated $7.16K and leaving 1,661 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #94.

Sun Life Financial first reported a position in ACWX in Q4 2015 and has held it in 4 quarters since. The position peaked at $87K in Q4 2015. 163 funds tracked by Wall St. Rank hold ACWX as of Q3 2016.

  • Sun Life Financial held 1,661 shares of iShares MSCI ACWI ex US ETF worth $69K as of Q3 2016.
  • Sun Life Financial sold 176 iShares MSCI ACWI ex US ETF shares in Q3 2016, an estimated $7.16K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Sun Life Financial's portfolio in Q3 2016, its #94 holding.
  • Sun Life Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and has held it in 4 quarters since.
  • Sun Life Financial's iShares MSCI ACWI ex US ETF position peaked at $87K in Q4 2015.
  • 163 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2016.

Based on Sun Life Financial's 13F filing for Q3 2016, filed 10 Nov 2016.