Guidant Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Guidant Wealth 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
2019 Q3	$22K	Hold	301	–	–	0.01%	218
2019 Q2	$22K	Sell	301 -68	-18%	-$4.96K	0.01%	219
2019 Q1	$27K	Hold	369	–	–	0.01%	207
2018 Q4	$23K	Buy	+369	New	+$25.3K	0.01%	157
2017 Q3	–	Sell	-483	Closed	-$31K	–	192
2017 Q2	$31K	Hold	483	–	–	0.02%	132
2017 Q1	$30K	Hold	483	–	–	0.02%	125
2016 Q4	$29K	Hold	483	–	–	0.02%	113
2016 Q3	$28K	Buy	+483	New	+$28.2K	0.02%	110

Other funds holding ACWI

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guidant Wealth Advisors's ACWI Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2019 at 301 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #218.

Guidant Wealth Advisors first reported a position in ACWI in Q3 2016 and has held it in 8 quarters since. The position peaked at $31K in Q2 2017. 423 funds tracked by Wall St. Rank hold ACWI as of Q3 2019.

Guidant Wealth Advisors held 301 shares of iShares MSCI ACWI ETF worth $22K as of Q3 2019.
Guidant Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q3 2019.
iShares MSCI ACWI ETF made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #218 holding.
Guidant Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares MSCI ACWI ETF position peaked at $31K in Q2 2017.
423 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.