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Corbenic Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Corbenic Partners’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 		$9K Buy
120
+49
+69% +$3.47K 0.01% 134
2017
Q3 		$5K Buy
+71
New +$4.78K 0.01% 190

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 $123B AUM 45.23% 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

Corbenic Partners's ACWI Position: Q4 2017 in Review

Corbenic Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 69% in Q4 2017, buying an estimated $3.47K and bringing the position to 120 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #134.

Corbenic Partners first reported a position in ACWI in Q3 2017 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold ACWI as of Q4 2017.

  • Corbenic Partners held 120 shares of iShares MSCI ACWI ETF worth $9K as of Q4 2017.
  • Corbenic Partners bought 49 iShares MSCI ACWI ETF shares in Q4 2017, an estimated $3.47K.
  • iShares MSCI ACWI ETF made up 0.01% of Corbenic Partners's portfolio in Q4 2017, its #134 holding.
  • Corbenic Partners first reported a position in iShares MSCI ACWI ETF in Q3 2017 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2017.

Based on Corbenic Partners's 13F filing for Q4 2017, filed 25 Jan 2018.