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Beacon Pointe Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beacon Pointe Wealth 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
Q4 		$411K Hold
5,174
– – 0.08% 178
2019
Q3 		$381K Hold
5,174
– – 0.08% 179
2019
Q2 		$381K Hold
5,174
– – 0.08% 187
2019
Q1 		$373K Buy
+5,174
New +$360K 0.09% 181

Other funds holding ACWI

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM

Beacon Pointe Wealth Advisors's ACWI Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q4 2019 at 5,174 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #178.

Beacon Pointe Wealth Advisors first reported a position in ACWI in Q1 2019 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold ACWI as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 5,174 shares of iShares MSCI ACWI ETF worth $411K as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q4 2019.
  • iShares MSCI ACWI ETF made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #178 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2019 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.