WCG
ACWI icon

Weaver Consulting Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Weaver Consulting Group’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
-368
Closed -$29K – 148
2020
Q3 		$29K Hold
368
– – 0.02% 342
2020
Q2 		$27K Hold
368
– – 0.02% 338
2020
Q1 		$23K Hold
368
– – 0.02% 310
2019
Q4 		$27K Hold
368
– – 0.01% 319
2019
Q3 		$27K Hold
368
– – 0.01% 296
2019
Q2 		$27K Hold
368
– – 0.01% 293
2019
Q1 		$27K Buy
+368
New +$25.6K 0.01% 639

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Weaver Consulting Group's ACWI Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2020, closing a stake of 368 shares — an estimated $29K sold.

Weaver Consulting Group first reported a position in ACWI in Q1 2019 and held it in 7 quarters. The position peaked at $29K in Q3 2020. 503 funds tracked by Wall St. Rank hold ACWI as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares MSCI ACWI ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 368 iShares MSCI ACWI ETF shares in Q4 2020, an estimated $29K.
  • Weaver Consulting Group first reported a position in iShares MSCI ACWI ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares MSCI ACWI ETF position peaked at $29K in Q3 2020.
  • 503 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.