KA
ACWI icon

Kovack Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Kovack 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
Q4 		– Sell
-5,962
Closed -$440K – 482
2019
Q3 		$440K Sell
5,962
-90
-1% -$6.6K 0.09% 255
2019
Q2 		$446K Buy
6,052
+247
+4% +$18K 0.1% 229
2019
Q1 		$419K Sell
5,805
-644
-10% -$44.8K 0.1% 225
2018
Q4 		$414K Sell
6,449
-94
-1% -$6.45K 0.12% 195
2018
Q3 		$486K Sell
6,543
-2
-0% -$146 0.13% 199
2018
Q2 		$466K Buy
6,545
+138
+2% +$10K 0.13% 190
2018
Q1 		$459K Buy
6,407
+200
+3% +$14.7K 0.12% 209
2017
Q4 		$447K Buy
6,207
+80
+1% +$5.66K 0.11% 213
2017
Q3 		$422K Buy
+6,127
New +$412K 0.14% 175

Other funds holding ACWI

Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM