SVB Wealth’s American Customer Satisfaction ETF ACSI Stock Holding History

SVB Wealth’s Portfolio ACSI Stock Details ACSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25,020	Closed	-$1.11M	–	928
2023 Q1	$1.11M	Hold	25,020	–	–	0.02%	354
2022 Q4	$1.04M	Hold	25,020	–	–	0.01%	390
2022 Q3	$1.03M	Hold	25,020	–	–	0.02%	361
2022 Q2	$1.05M	Hold	25,020	–	–	0.02%	321
2022 Q1	$1.27M	Buy	+25,020	New	+$1.24M	0.02%	287

Other funds holding ACSI

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

SVB Wealth's ACSI Position: Q2 2023 in Review

SVB Wealth sold out of American Customer Satisfaction ETF (ACSI) in Q2 2023, closing a stake of 25,020 shares — an estimated $1.11M sold.

SVB Wealth first reported a position in ACSI in Q1 2022 and held it in 5 quarters. The position peaked at $1.27M in Q1 2022. 3 funds tracked by Wall St. Rank hold ACSI as of Q2 2023.

SVB Wealth reported no remaining American Customer Satisfaction ETF position as of Q2 2023 after selling out during the quarter.
SVB Wealth sold 25,020 American Customer Satisfaction ETF shares in Q2 2023, an estimated $1.11M.
SVB Wealth first reported a position in American Customer Satisfaction ETF in Q1 2022 and held it in 5 quarters.
SVB Wealth's American Customer Satisfaction ETF position peaked at $1.27M in Q1 2022.
3 funds tracked by Wall St. Rank held American Customer Satisfaction ETF as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.