AIA
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Avalon Investment & Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Avalon Investment & Advisory’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
2017
Q2 		– Sell
-4,511
Closed -$285K – 391
2017
Q1 		$285K Hold
4,511
– – 0.01% 335
2016
Q4 		$267K Buy
+4,511
New +$265K 0.01% 312

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Avalon Investment & Advisory's ACWI Position: Q2 2017 in Review

Avalon Investment & Advisory sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2017, closing a stake of 4,511 shares — an estimated $285K sold.

Avalon Investment & Advisory first reported a position in ACWI in Q4 2016 and held it in 2 quarters. The position peaked at $285K in Q1 2017. 238 funds tracked by Wall St. Rank hold ACWI as of Q2 2017.

  • Avalon Investment & Advisory reported no remaining iShares MSCI ACWI ETF position as of Q2 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 4,511 iShares MSCI ACWI ETF shares in Q2 2017, an estimated $285K.
  • Avalon Investment & Advisory first reported a position in iShares MSCI ACWI ETF in Q4 2016 and held it in 2 quarters.
  • Avalon Investment & Advisory's iShares MSCI ACWI ETF position peaked at $285K in Q1 2017.
  • 238 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2017.

Based on Avalon Investment & Advisory's 13F filing for Q2 2017, filed 14 Aug 2017.