Cascadia Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cascadia Advisory Services’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	$2.39M	Buy	+30,107	New	+$2.3M	0.68%	28

Other funds holding ACWI

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

Cascadia Advisory Services's ACWI Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in iShares MSCI ACWI ETF (ACWI) in Q4 2019: 30,107 shares worth $2.39M. The stake represents 0.68% of the portfolio and ranks #28 among its holdings.

465 funds tracked by Wall St. Rank hold ACWI as of Q4 2019.

Cascadia Advisory Services held 30,107 shares of iShares MSCI ACWI ETF worth $2.39M as of Q4 2019.
iShares MSCI ACWI ETF was a new Cascadia Advisory Services position in Q4 2019.
iShares MSCI ACWI ETF made up 0.68% of Cascadia Advisory Services's portfolio in Q4 2019, its #28 holding.
465 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.