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Verus Financial Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Verus Financial Partners’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
Q4 		– Sell
-3,823
Closed -$306K – 85
2020
Q3 		$306K Buy
+3,823
New +$303K 0.11% 115

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Morgan Stanley
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HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Verus Financial Partners's ACWI Position: Q4 2020 in Review

Verus Financial Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2020, closing a stake of 3,823 shares — an estimated $306K sold.

Verus Financial Partners first reported a position in ACWI in Q3 2020 and held it in 1 quarter. The position peaked at $306K in Q3 2020. 503 funds tracked by Wall St. Rank hold ACWI as of Q4 2020.

  • Verus Financial Partners reported no remaining iShares MSCI ACWI ETF position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 3,823 iShares MSCI ACWI ETF shares in Q4 2020, an estimated $306K.
  • Verus Financial Partners first reported a position in iShares MSCI ACWI ETF in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's iShares MSCI ACWI ETF position peaked at $306K in Q3 2020.
  • 503 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.