Investors Capital Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Investors Capital Advisory Services’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
2016 Q1	–	Sell	-21,135	Closed	-$1.18M	–	700
2015 Q4	$1.18M	Buy	+21,135	New	+$1.21M	0.23%	119

Other funds holding ACWI

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

Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Investors Capital Advisory Services's ACWI Position: Q1 2016 in Review

Investors Capital Advisory Services sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2016, closing a stake of 21,135 shares — an estimated $1.18M sold.

Investors Capital Advisory Services first reported a position in ACWI in Q4 2015 and held it in 1 quarter. The position peaked at $1.18M in Q4 2015. 198 funds tracked by Wall St. Rank hold ACWI as of Q1 2016.

Investors Capital Advisory Services reported no remaining iShares MSCI ACWI ETF position as of Q1 2016 after selling out during the quarter.
Investors Capital Advisory Services sold 21,135 iShares MSCI ACWI ETF shares in Q1 2016, an estimated $1.18M.
Investors Capital Advisory Services first reported a position in iShares MSCI ACWI ETF in Q4 2015 and held it in 1 quarter.
Investors Capital Advisory Services's iShares MSCI ACWI ETF position peaked at $1.18M in Q4 2015.
198 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2016.

Based on Investors Capital Advisory Services's 13F filing for Q1 2016, filed 9 May 2016.