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GYL Financial Synergies’s iShares MSCI ACWI ETF ACWI Stock Holding History

GYL Financial Synergies’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
Q2 		– Sell
-5,023
Closed -$362K – 160
2019
Q1 		$362K Buy
+5,023
New +$349K 0.2% 93

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

GYL Financial Synergies's ACWI Position: Q2 2019 in Review

GYL Financial Synergies sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2019, closing a stake of 5,023 shares — an estimated $362K sold.

GYL Financial Synergies first reported a position in ACWI in Q1 2019 and held it in 1 quarter. The position peaked at $362K in Q1 2019. 401 funds tracked by Wall St. Rank hold ACWI as of Q2 2019.

  • GYL Financial Synergies reported no remaining iShares MSCI ACWI ETF position as of Q2 2019 after selling out during the quarter.
  • GYL Financial Synergies sold 5,023 iShares MSCI ACWI ETF shares in Q2 2019, an estimated $362K.
  • GYL Financial Synergies first reported a position in iShares MSCI ACWI ETF in Q1 2019 and held it in 1 quarter.
  • GYL Financial Synergies's iShares MSCI ACWI ETF position peaked at $362K in Q1 2019.
  • 401 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2019.

Based on GYL Financial Synergies's 13F filing for Q2 2019, filed 9 Aug 2019.