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Linscomb Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Linscomb Wealth’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
Q1 		– Sell
-19,073
Closed -$1.13M – 246
2016
Q4 		$1.13M Buy
+19,073
New +$1.12M 0.11% 101

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Linscomb Wealth's ACWI Position: Q1 2017 in Review

Linscomb Wealth sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2017, closing a stake of 19,073 shares — an estimated $1.13M sold.

Linscomb Wealth first reported a position in ACWI in Q4 2016 and held it in 1 quarter. The position peaked at $1.13M in Q4 2016. 248 funds tracked by Wall St. Rank hold ACWI as of Q1 2017.

  • Linscomb Wealth reported no remaining iShares MSCI ACWI ETF position as of Q1 2017 after selling out during the quarter.
  • Linscomb Wealth sold 19,073 iShares MSCI ACWI ETF shares in Q1 2017, an estimated $1.13M.
  • Linscomb Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2016 and held it in 1 quarter.
  • Linscomb Wealth's iShares MSCI ACWI ETF position peaked at $1.13M in Q4 2016.
  • 248 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2017.

Based on Linscomb Wealth's 13F filing for Q1 2017, filed 28 Apr 2017.