S
ACWI icon

Surevest’s iShares MSCI ACWI ETF ACWI Stock Holding History

Surevest’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
Q1 		– Sell
-28,900
Closed -$2.29M – 97
2019
Q4 		$2.29M Buy
28,900
+208
+0.7% +$15.9K 0.98% 30
2019
Q3 		$2.12M Hold
28,692
– – 1.04% 29
2019
Q2 		$2.12M Buy
28,692
+211
+0.7% +$15.4K 1.1% 26
2019
Q1 		$2.06M Sell
28,481
-3,252
-10% -$226K 1.26% 30
2018
Q4 		$2.04M Buy
+31,733
New +$2.18M 1.61% 20

Other funds holding ACWI

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Surevest's ACWI Position: Q1 2020 in Review

Surevest sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2020, closing a stake of 28,900 shares — an estimated $2.29M sold.

Surevest first reported a position in ACWI in Q4 2018 and held it in 5 quarters. The position peaked at $2.29M in Q4 2019. 447 funds tracked by Wall St. Rank hold ACWI as of Q1 2020.

  • Surevest reported no remaining iShares MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
  • Surevest sold 28,900 iShares MSCI ACWI ETF shares in Q1 2020, an estimated $2.29M.
  • Surevest first reported a position in iShares MSCI ACWI ETF in Q4 2018 and held it in 5 quarters.
  • Surevest's iShares MSCI ACWI ETF position peaked at $2.29M in Q4 2019.
  • 447 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.