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Edge Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Edge 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
2018
Q2 		$11.4M Sell
159,858
-1,033
-0.6% -$74.9K 1.02% 17
2018
Q1 		$11.5M Buy
160,891
+8,568
+6% +$631K 1.09% 15
2017
Q4 		$11M Sell
152,323
-2,624
-2% -$186K 1.08% 16
2017
Q3 		$10.7M Sell
154,947
-6,011
-4% -$404K 1.16% 14
2017
Q2 		$10.5M Buy
160,958
+14,745
+10% +$957K 1.2% 10
2017
Q1 		$9.25M Buy
146,213
+28,055
+24% +$1.74M 1.13% 10
2016
Q4 		$6.99M Buy
+118,158
New +$6.93M 0.9% 20

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Edge Advisors's ACWI Position: Q2 2018 in Review

Edge Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.64% in Q2 2018, selling an estimated $74.9K and leaving 159,858 shares worth $11.4M. The position accounts for 1.02% of the portfolio, ranked #17.

Edge Advisors first reported a position in ACWI in Q4 2016 and has held it in 7 quarters since. The position peaked at $11.5M in Q1 2018. 314 funds tracked by Wall St. Rank hold ACWI as of Q2 2018.

  • Edge Advisors held 159,858 shares of iShares MSCI ACWI ETF worth $11.4M as of Q2 2018.
  • Edge Advisors sold 1,033 iShares MSCI ACWI ETF shares in Q2 2018, an estimated $74.9K.
  • iShares MSCI ACWI ETF made up 1.02% of Edge Advisors's portfolio in Q2 2018, its #17 holding.
  • Edge Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's iShares MSCI ACWI ETF position peaked at $11.5M in Q1 2018.
  • 314 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.