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Bruderman Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bruderman Asset 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
Q2 		– Sell
-31
Closed -$2K – 119
2019
Q1 		$2K Buy
+31
New +$2.15K ﹤0.01% 553

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bruderman Asset Management's ACWI Position: Q2 2019 in Review

Bruderman Asset Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2019, closing a stake of 31 shares — an estimated $2K sold.

Bruderman Asset Management first reported a position in ACWI in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 401 funds tracked by Wall St. Rank hold ACWI as of Q2 2019.

  • Bruderman Asset Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 31 iShares MSCI ACWI ETF shares in Q2 2019, an estimated $2K.
  • Bruderman Asset Management first reported a position in iShares MSCI ACWI ETF in Q1 2019 and held it in 1 quarter.
  • Bruderman Asset Management's iShares MSCI ACWI ETF position peaked at $2K in Q1 2019.
  • 401 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.