WIM
ACWI icon

Waverton Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Waverton Investment Management’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
2015
Q4 		– Sell
-55,100
Closed -$2.97M – 111
2015
Q3 		$2.97M Hold
55,100
– – 0.24% 59
2015
Q2 		$3.28M Buy
+55,100
New +$3.4M 0.24% 59

Other funds holding ACWI

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Waverton Investment Management's ACWI Position: Q4 2015 in Review

Waverton Investment Management sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2015, closing a stake of 55,100 shares — an estimated $2.97M sold.

Waverton Investment Management first reported a position in ACWI in Q2 2015 and held it in 2 quarters. The position peaked at $3.28M in Q2 2015. 212 funds tracked by Wall St. Rank hold ACWI as of Q4 2015.

  • Waverton Investment Management reported no remaining iShares MSCI ACWI ETF position as of Q4 2015 after selling out during the quarter.
  • Waverton Investment Management sold 55,100 iShares MSCI ACWI ETF shares in Q4 2015, an estimated $2.97M.
  • Waverton Investment Management first reported a position in iShares MSCI ACWI ETF in Q2 2015 and held it in 2 quarters.
  • Waverton Investment Management's iShares MSCI ACWI ETF position peaked at $3.28M in Q2 2015.
  • 212 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2015.

Based on Waverton Investment Management's 13F filing for Q4 2015, filed 22 Jan 2016.