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Lenox Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lenox Wealth 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
-685
Closed -$51K – 720
2019
Q3 		$51K Hold
685
– – 0.01% 156
2019
Q2 		$51K Sell
685
-1,508
-69% -$110K 0.01% 145
2019
Q1 		$158K Sell
2,193
-168
-7% -$11.7K 0.03% 81
2018
Q4 		$151K Buy
2,361
+2,193
+1,305% +$151K 0.03% 80
2018
Q3 		$13K Hold
168
– – ﹤0.01% 253
2018
Q2 		$12K Buy
168
+1
+0.6% +$73 ﹤0.01% 319
2018
Q1 		$12K Hold
167
– – ﹤0.01% 333
2017
Q4 		$12K Buy
+167
New +$11.8K ﹤0.01% 161
2014
Q4 		– Sell
-39,850
Closed -$2.35M – 324
2014
Q3 		$2.35M Sell
39,850
-14,500
-27% -$873K 1.04% 9
2014
Q2 		$3.28M Buy
54,350
+15,039
+38% +$892K 1.48% 8
2014
Q1 		$2.3M Hold
39,311
– – 1.35% 6
2013
Q4 		$2.27M Buy
39,311
+311
+0.8% +$17.4K 1.59% 7
2013
Q3 		$2.1M Buy
+39,000
New +$2.05M 1.96% 6

Other funds holding ACWI

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B 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 $530B AUM 22.01% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 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

Lenox Wealth Advisors's ACWI Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2019, closing a stake of 685 shares — an estimated $51K sold.

Lenox Wealth Advisors first reported a position in ACWI in Q3 2013 and held it in 13 quarters. The position peaked at $3.28M in Q2 2014. 465 funds tracked by Wall St. Rank hold ACWI as of Q4 2019.

  • Lenox Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 685 iShares MSCI ACWI ETF shares in Q4 2019, an estimated $51K.
  • Lenox Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2013 and held it in 13 quarters.
  • Lenox Wealth Advisors's iShares MSCI ACWI ETF position peaked at $3.28M in Q2 2014.
  • 465 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.