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

Destination 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
2019
Q3 		– Sell
-81
Closed -$6K – 144
2019
Q2 		$6K Buy
+81
New +$5.91K ﹤0.01% 464

Other funds holding ACWI

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Destination Wealth Management's ACWI Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2019, closing a stake of 81 shares — an estimated $6K sold.

Destination Wealth Management first reported a position in ACWI in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 423 funds tracked by Wall St. Rank hold ACWI as of Q3 2019.

  • Destination Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 81 iShares MSCI ACWI ETF shares in Q3 2019, an estimated $6K.
  • Destination Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's iShares MSCI ACWI ETF position peaked at $6K in Q2 2019.
  • 423 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.