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Sustainable Growth Advisers’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sustainable Growth Advisers’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
Q2 		– Sell
-16,230
Closed -$1.16M – 48
2018
Q1 		$1.16M Hold
16,230
– – 0.01% 47
2017
Q4 		$1.17M Buy
+16,230
New +$1.15M 0.01% 43
2017
Q2 		– Sell
-51,277
Closed -$3.24M – 45
2017
Q1 		$3.24M Buy
+51,277
New +$3.17M 0.06% 36

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sustainable Growth Advisers's ACWI Position: Q2 2018 in Review

Sustainable Growth Advisers sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2018, closing a stake of 16,230 shares — an estimated $1.16M sold.

Sustainable Growth Advisers first reported a position in ACWI in Q1 2017 and held it in 3 quarters. The position peaked at $3.24M in Q1 2017. 312 funds tracked by Wall St. Rank hold ACWI as of Q2 2018.

  • Sustainable Growth Advisers reported no remaining iShares MSCI ACWI ETF position as of Q2 2018 after selling out during the quarter.
  • Sustainable Growth Advisers sold 16,230 iShares MSCI ACWI ETF shares in Q2 2018, an estimated $1.16M.
  • Sustainable Growth Advisers first reported a position in iShares MSCI ACWI ETF in Q1 2017 and held it in 3 quarters.
  • Sustainable Growth Advisers's iShares MSCI ACWI ETF position peaked at $3.24M in Q1 2017.
  • 312 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2018.

Based on Sustainable Growth Advisers's 13F filing for Q2 2018, filed 10 Aug 2018.