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Legacy Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Legacy Financial 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
2018
Q2 		– Sell
-10,590
Closed -$765K – 923
2018
Q1 		$765K Buy
+10,590
New +$780K 0.3% 29

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legacy Financial Advisors's ACWI Position: Q2 2018 in Review

Legacy Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2018, closing a stake of 10,590 shares — an estimated $765K sold.

Legacy Financial Advisors first reported a position in ACWI in Q1 2018 and held it in 1 quarter. The position peaked at $765K in Q1 2018. 314 funds tracked by Wall St. Rank hold ACWI as of Q2 2018.

  • Legacy Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 10,590 iShares MSCI ACWI ETF shares in Q2 2018, an estimated $765K.
  • Legacy Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2018 and held it in 1 quarter.
  • Legacy Financial Advisors's iShares MSCI ACWI ETF position peaked at $765K in Q1 2018.
  • 314 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2018.

Based on Legacy Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.