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Independent Portfolio Consultants’s iShares MSCI ACWI ETF ACWI Stock Holding History

Independent Portfolio Consultants’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 		$108K Hold
1,645
– – 0.04% 403
2017
Q1 		$104K Hold
1,645
– – 0.04% 442
2016
Q4 		$97K Hold
1,645
– – 0.03% 451
2016
Q3 		$97K Hold
1,645
– – 0.03% 448
2016
Q2 		$92K Sell
1,645
-116,460
-99% -$6.57M 0.03% 458
2016
Q1 		$6.62M Buy
+118,105
New +$6.26M 1.85% 2
2014
Q3 		– Sell
-47,055
Closed -$2.84M – 819
2014
Q2 		$2.84M Buy
+47,055
New +$2.79M 0.79% 11

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 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 $112B AUM 36.28% 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 $20.6B AUM 34.61% 1-Year Est. Return

Independent Portfolio Consultants's ACWI Position: Q2 2017 in Review

Independent Portfolio Consultants held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2017 at 1,645 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #403.

Independent Portfolio Consultants first reported a position in ACWI in Q2 2014 and has held it in 7 quarters since. The position peaked at $6.62M in Q1 2016. 238 funds tracked by Wall St. Rank hold ACWI as of Q2 2017.

  • Independent Portfolio Consultants held 1,645 shares of iShares MSCI ACWI ETF worth $108K as of Q2 2017.
  • Independent Portfolio Consultants left its iShares MSCI ACWI ETF share count unchanged in Q2 2017.
  • iShares MSCI ACWI ETF made up 0.04% of Independent Portfolio Consultants's portfolio in Q2 2017, its #403 holding.
  • Independent Portfolio Consultants first reported a position in iShares MSCI ACWI ETF in Q2 2014 and has held it in 7 quarters since.
  • Independent Portfolio Consultants's iShares MSCI ACWI ETF position peaked at $6.62M in Q1 2016.
  • 238 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.