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Biegel & Waller’s iShares MSCI ACWI ETF ACWI Stock Holding History

Biegel & Waller’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
Q3 		$347K Hold
4,706
– – 0.19% 49
2019
Q2 		$347K Buy
4,706
+18
+0.4% +$1.31K 0.18% 52
2019
Q1 		$338K Buy
4,688
+1,373
+41% +$95.4K 0.17% 52
2018
Q4 		$213K Sell
3,315
-63
-2% -$4.33K 0.13% 64
2018
Q3 		$251K Sell
3,378
-238
-7% -$17.4K 0.14% 64
2018
Q2 		$257K Buy
+3,616
New +$262K 0.16% 54

Other funds holding ACWI

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Biegel & Waller's ACWI Position: Q3 2019 in Review

Biegel & Waller held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2019 at 4,706 shares worth $347K. The position accounts for 0.19% of the portfolio, ranked #49.

Biegel & Waller first reported a position in ACWI in Q2 2018 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold ACWI as of Q3 2019.

  • Biegel & Waller held 4,706 shares of iShares MSCI ACWI ETF worth $347K as of Q3 2019.
  • Biegel & Waller left its iShares MSCI ACWI ETF share count unchanged in Q3 2019.
  • iShares MSCI ACWI ETF made up 0.19% of Biegel & Waller's portfolio in Q3 2019, its #49 holding.
  • Biegel & Waller first reported a position in iShares MSCI ACWI ETF in Q2 2018 and has held it in 6 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.