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

Geneva 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
Q2 		$370K Buy
5,645
+155
+3% +$10.1K 0.01% 564
2017
Q1 		$347K Buy
5,490
+240
+5% +$14.9K 0.01% 572
2016
Q4 		$311K Buy
+5,250
New +$308K 0.01% 575

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Morgan Stanley
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
ST
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SP
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

Geneva Advisors's ACWI Position: Q2 2017 in Review

Geneva Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 2.8% in Q2 2017, buying an estimated $10.1K and bringing the position to 5,645 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #564.

Geneva Advisors first reported a position in ACWI in Q4 2016 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold ACWI as of Q2 2017.

  • Geneva Advisors held 5,645 shares of iShares MSCI ACWI ETF worth $370K as of Q2 2017.
  • Geneva Advisors bought 155 iShares MSCI ACWI ETF shares in Q2 2017, an estimated $10.1K.
  • iShares MSCI ACWI ETF made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #564 holding.
  • Geneva Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2016 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.