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CT Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

CT Financial Advisors’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
Q1 		$2.09K Hold
33
– – ﹤0.01% 553
2016
Q4 		$1.95K Hold
33
– – ﹤0.01% 560
2016
Q3 		$1.95K Hold
33
– – ﹤0.01% 559
2016
Q2 		$1.86K Hold
33
– – ﹤0.01% 563
2016
Q1 		$1.85K Hold
33
– – ﹤0.01% 563
2015
Q4 		$1.84K Hold
33
– – ﹤0.01% 567
2015
Q3 		$1.78K Hold
33
– – ﹤0.01% 585
2015
Q2 		$1.96K Hold
33
– – ﹤0.01% 570
2015
Q1 		$1.98K Hold
33
– – ﹤0.01% 566
2014
Q4 		$1.93K Buy
+33
New +$1.94K ﹤0.01% 472
2014
Q1 		$1.98K Buy
+33
New +$1.88K ﹤0.01% 566

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 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 $2.33B AUM 20.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CT Financial Advisors's ACWI Position: Q1 2017 in Review

CT Financial Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2017 at 33 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

CT Financial Advisors first reported a position in ACWI in Q1 2014 and has held it in 11 quarters since. 248 funds tracked by Wall St. Rank hold ACWI as of Q1 2017.

  • CT Financial Advisors held 33 shares of iShares MSCI ACWI ETF worth $2.09K as of Q1 2017.
  • CT Financial Advisors left its iShares MSCI ACWI ETF share count unchanged in Q1 2017.
  • iShares MSCI ACWI ETF made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #553 holding.
  • CT Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2014 and has held it in 11 quarters since.
  • 248 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.