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Cavalier Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cavalier Investments’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
2017
Q4 		– Sell
-38,879
Closed -$2.68M – 133
2017
Q3 		$2.68M Buy
+38,879
New +$2.62M 1.29% 23

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cavalier Investments's ACWI Position: Q4 2017 in Review

Cavalier Investments sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2017, closing a stake of 38,879 shares — an estimated $2.68M sold.

Cavalier Investments first reported a position in ACWI in Q3 2017 and held it in 1 quarter. The position peaked at $2.68M in Q3 2017. 317 funds tracked by Wall St. Rank hold ACWI as of Q4 2017.

  • Cavalier Investments reported no remaining iShares MSCI ACWI ETF position as of Q4 2017 after selling out during the quarter.
  • Cavalier Investments sold 38,879 iShares MSCI ACWI ETF shares in Q4 2017, an estimated $2.68M.
  • Cavalier Investments first reported a position in iShares MSCI ACWI ETF in Q3 2017 and held it in 1 quarter.
  • Cavalier Investments's iShares MSCI ACWI ETF position peaked at $2.68M in Q3 2017.
  • 317 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.