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Berman Capital Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Berman Capital 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
Q1 		– Sell
-413
Closed -$26K – 1333
2018
Q4 		$26K Buy
+413
New +$28.4K 0.01% 332
2018
Q3 		– Sell
-49,509
Closed -$3.52M – 109
2018
Q2 		$3.52M Buy
49,509
+563
+1% +$40.8K 1.22% 19
2018
Q1 		$3.51M Sell
48,946
-1,457
-3% -$107K 1.34% 18
2017
Q4 		$3.63M Buy
+50,403
New +$3.57M 1.2% 21

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $4.46B AUM 22.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Berman Capital Advisors's ACWI Position: Q1 2019 in Review

Berman Capital Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2019, closing a stake of 413 shares — an estimated $26K sold.

Berman Capital Advisors first reported a position in ACWI in Q4 2017 and held it in 4 quarters. The position peaked at $3.63M in Q4 2017. 388 funds tracked by Wall St. Rank hold ACWI as of Q1 2019.

  • Berman Capital Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 413 iShares MSCI ACWI ETF shares in Q1 2019, an estimated $26K.
  • Berman Capital Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 4 quarters.
  • Berman Capital Advisors's iShares MSCI ACWI ETF position peaked at $3.63M in Q4 2017.
  • 388 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.