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Advisor Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Advisor 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
2019
Q4 		$2.23M Buy
28,170
+7,856
+39% +$601K 0.02% 758
2019
Q3 		$1.5M Buy
20,314
+1,146
+6% +$84K 0.01% 913
2019
Q2 		$1.41M Buy
19,168
+162
+0.9% +$11.8K 0.01% 925
2019
Q1 		$1.37M Sell
19,006
-11,245
-37% -$782K 0.01% 902
2018
Q4 		$1.94M Buy
30,251
+13,404
+80% +$920K 0.02% 650
2018
Q3 		$1.25M Buy
16,847
+2,016
+14% +$147K 0.01% 853
2018
Q2 		$1.05M Buy
14,831
+397
+3% +$28.8K 0.01% 832
2018
Q1 		$1.04M Buy
14,434
+580
+4% +$42.7K 0.01% 848
2017
Q4 		$999K Buy
13,854
+1,976
+17% +$140K 0.01% 889
2017
Q3 		$818K Buy
11,878
+1,855
+19% +$125K 0.01% 920
2017
Q2 		$657K Buy
10,023
+2,016
+25% +$131K 0.01% 975
2017
Q1 		$507K Buy
8,007
+1,949
+32% +$121K 0.01% 1066
2016
Q4 		$358K Sell
6,058
-212
-3% -$12.4K 0.01% 1198
2016
Q3 		$370K Buy
6,270
+301
+5% +$17.6K 0.01% 1142
2016
Q2 		$332K Buy
+5,969
New +$337K 0.01% 1148

Other funds holding ACWI

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM

Advisor Group's ACWI Position: Q4 2019 in Review

Advisor Group increased its iShares MSCI ACWI ETF (ACWI) stake by 39% in Q4 2019, buying an estimated $601K and bringing the position to 28,170 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #758.

Advisor Group first reported a position in ACWI in Q2 2016 and has held it in 15 quarters since. 465 funds tracked by Wall St. Rank hold ACWI as of Q4 2019.

  • Advisor Group held 28,170 shares of iShares MSCI ACWI ETF worth $2.23M as of Q4 2019.
  • Advisor Group bought 7,856 iShares MSCI ACWI ETF shares in Q4 2019, an estimated $601K.
  • iShares MSCI ACWI ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #758 holding.
  • Advisor Group first reported a position in iShares MSCI ACWI ETF in Q2 2016 and has held it in 15 quarters since.
  • 465 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.