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Global Trust Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Global Trust Asset 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
2018
Q2 		– Sell
-5,887
Closed -$422K – 391
2018
Q1 		$422K Sell
5,887
-1,430
-20% -$105K 0.33% 89
2017
Q4 		$527K Buy
+7,317
New +$518K 0.37% 77

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

Global Trust Asset Management's ACWI Position: Q2 2018 in Review

Global Trust Asset Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2018, closing a stake of 5,887 shares — an estimated $422K sold.

Global Trust Asset Management first reported a position in ACWI in Q4 2017 and held it in 2 quarters. The position peaked at $527K in Q4 2017. 314 funds tracked by Wall St. Rank hold ACWI as of Q2 2018.

  • Global Trust Asset Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2018 after selling out during the quarter.
  • Global Trust Asset Management sold 5,887 iShares MSCI ACWI ETF shares in Q2 2018, an estimated $422K.
  • Global Trust Asset Management first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 2 quarters.
  • Global Trust Asset Management's iShares MSCI ACWI ETF position peaked at $527K in Q4 2017.
  • 314 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2018.

Based on Global Trust Asset Management's 13F filing for Q2 2018, filed 18 Jul 2018.