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Aviance Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Aviance Capital Management’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
-2,918
Closed -$187K – 238
2018
Q4 		$187K Buy
+2,918
New +$200K 0.03% 158

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

Aviance Capital Management's ACWI Position: Q1 2019 in Review

Aviance Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2019, closing a stake of 2,918 shares — an estimated $187K sold.

Aviance Capital Management first reported a position in ACWI in Q4 2018 and held it in 1 quarter. The position peaked at $187K in Q4 2018. 388 funds tracked by Wall St. Rank hold ACWI as of Q1 2019.

  • Aviance Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2019 after selling out during the quarter.
  • Aviance Capital Management sold 2,918 iShares MSCI ACWI ETF shares in Q1 2019, an estimated $187K.
  • Aviance Capital Management first reported a position in iShares MSCI ACWI ETF in Q4 2018 and held it in 1 quarter.
  • Aviance Capital Management's iShares MSCI ACWI ETF position peaked at $187K in Q4 2018.
  • 388 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.