Concert Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Concert Wealth 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
2017 Q2	–	Sell	-11,562	Closed	-$684K	–	157
2017 Q1	$684K	Buy	+11,562	New	+$716K	0.15%	191
2016 Q4	–	Sell	-13,408	Closed	-$796K	–	497
2016 Q3	$796K	Buy	13,408 +9,822	+274%	+$573K	0.1%	268
2016 Q2	$204K	Sell	3,586 -128,514	-97%	-$7.25M	0.03%	598
2016 Q1	$7.4M	Sell	132,100 -6,678	-5%	-$354K	0.99%	12
2015 Q4	$7.75M	Buy	138,778 +13,835	+11%	+$791K	1.03%	11
2015 Q3	$6.74M	Sell	124,943 -7,111	-5%	-$409K	0.91%	13
2015 Q2	$7.86M	Buy	+132,054	New	+$8.16M	1.01%	12

Other funds holding ACWI

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Concert Wealth Management's ACWI Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2017, closing a stake of 11,562 shares — an estimated $684K sold.

Concert Wealth Management first reported a position in ACWI in Q2 2015 and held it in 7 quarters. The position peaked at $7.86M in Q2 2015. 238 funds tracked by Wall St. Rank hold ACWI as of Q2 2017.

Concert Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 11,562 iShares MSCI ACWI ETF shares in Q2 2017, an estimated $684K.
Concert Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2015 and held it in 7 quarters.
Concert Wealth Management's iShares MSCI ACWI ETF position peaked at $7.86M in Q2 2015.
238 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.