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1834 Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

1834 Investment Advisors’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
2019
Q1 		– Sell
-117
Closed -$8K – 408
2018
Q4 		$8K Buy
117
+5
+4% +$343 ﹤0.01% 364
2018
Q3 		$8K Hold
112
– – ﹤0.01% 367
2018
Q2 		$8K Sell
112
-225
-67% -$16.3K ﹤0.01% 378
2018
Q1 		$24K Sell
337
-8
-2% -$589 ﹤0.01% 332
2017
Q4 		$25K Buy
+345
New +$24.4K ﹤0.01% 343

Other funds holding ACWI

ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

1834 Investment Advisors's ACWI Position: Q1 2019 in Review

1834 Investment Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2019, closing a stake of 117 shares — an estimated $8K sold.

1834 Investment Advisors first reported a position in ACWI in Q4 2017 and held it in 5 quarters. The position peaked at $25K in Q4 2017. 388 funds tracked by Wall St. Rank hold ACWI as of Q1 2019.

  • 1834 Investment Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 117 iShares MSCI ACWI ETF shares in Q1 2019, an estimated $8K.
  • 1834 Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 5 quarters.
  • 1834 Investment Advisors's iShares MSCI ACWI ETF position peaked at $25K in Q4 2017.
  • 388 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2019.

Based on 1834 Investment Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.