Sutton Place Investors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sutton Place Investors’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
2022 Q4	–	Sell	-45,987	Closed	-$3.58M	–	62
2022 Q3	$3.58M	Sell	45,987 -892	-2%	-$77.1K	5.43%	5
2022 Q2	$3.93M	Sell	46,879 -46	-0.1%	-$4.19K	5.72%	5
2022 Q1	$4.43M	Sell	46,925 -451	-1%	-$44.9K	5.29%	5
2021 Q4	$5.01M	Buy	+47,376	New	+$4.95M	5.76%	4

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sutton Place Investors's ACWI Position: Q4 2022 in Review

Sutton Place Investors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2022, closing a stake of 45,987 shares — an estimated $3.58M sold.

Sutton Place Investors first reported a position in ACWI in Q4 2021 and held it in 4 quarters. The position peaked at $5.01M in Q4 2021. 603 funds tracked by Wall St. Rank hold ACWI as of Q4 2022.

Sutton Place Investors reported no remaining iShares MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
Sutton Place Investors sold 45,987 iShares MSCI ACWI ETF shares in Q4 2022, an estimated $3.58M.
Sutton Place Investors first reported a position in iShares MSCI ACWI ETF in Q4 2021 and held it in 4 quarters.
Sutton Place Investors's iShares MSCI ACWI ETF position peaked at $5.01M in Q4 2021.
603 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2022.

Based on Sutton Place Investors's 13F filing for Q4 2022, filed 25 Jan 2023.