AAS
ACWI icon

Avantax Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$2.1M Buy
+16,356
New +$1.96M 0.01% 773
2023
Q1 		– Sell
-3,386
Closed -$287K – 1486
2022
Q4 		$287K Buy
+3,386
New +$285K ﹤0.01% 1128

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QC
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PF
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PEGL
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BNP Paribas Financial Markets
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Goldman Sachs
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ST
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Wells Fargo
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IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return