Sunflower Bank Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sunflower Bank Wealth Management’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 Q3	$12M	Sell	150,755 -9,815	-6%	-$777K	4.04%	5
2020 Q2	$11.8M	Sell	160,570 -40,190	-20%	-$2.8M	3.98%	5
2020 Q1	$12.6M	Sell	200,760 -2,445	-1%	-$181K	4.77%	4
2019 Q4	$16.1M	Buy	203,205 +89,050	+78%	+$6.81M	4.93%	3
2019 Q3	$8.42M	Sell	114,155 -2,320	-2%	-$170K	2.69%	9
2019 Q2	$8.58M	Sell	116,475 -1,130	-1%	-$82.4K	2.77%	9
2019 Q1	$8.48M	Sell	117,605 -4,070	-3%	-$283K	2.56%	8
2018 Q4	$7.8M	Sell	121,675 -1,320	-1%	-$90.6K	2.5%	8
2018 Q3	$9.13M	Sell	122,995 -2,500	-2%	-$183K	2.57%	8
2018 Q2	$8.92M	Buy	125,495 +80	+0.1%	+$5.8K	2.61%	9
2018 Q1	$8.99M	Buy	125,415 +2,737	+2%	+$202K	2.48%	8
2017 Q4	$8.84M	Buy	+122,678	New	+$8.68M	2.38%	8

Other funds holding ACWI

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Sunflower Bank Wealth Management's ACWI Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 6.1% in Q3 2020, selling an estimated $777K and leaving 150,755 shares worth $12M. The position accounts for 4.04% of the portfolio, ranked #5.

Sunflower Bank Wealth Management first reported a position in ACWI in Q4 2017 and has held it in 12 quarters since. The position peaked at $16.1M in Q4 2019. 443 funds tracked by Wall St. Rank hold ACWI as of Q3 2020.

Sunflower Bank Wealth Management held 150,755 shares of iShares MSCI ACWI ETF worth $12M as of Q3 2020.
Sunflower Bank Wealth Management sold 9,815 iShares MSCI ACWI ETF shares in Q3 2020, an estimated $777K.
iShares MSCI ACWI ETF made up 4.04% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #5 holding.
Sunflower Bank Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's iShares MSCI ACWI ETF position peaked at $16.1M in Q4 2019.
443 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.