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Live Your Vision’s iShares MSCI ACWI ETF ACWI Stock Holding History

Live Your Vision’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
-1,000
Closed -$73K – 309
2018
Q1 		$73K Buy
+1,000
New +$73.7K 0.02% 97
2017
Q4 		– Sell
-2,100
Closed -$145K – 259
2017
Q3 		$145K Buy
+2,100
New +$141K 0.05% 75

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
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 $303B AUM 53.02% 1-Year Est. Return

Live Your Vision's ACWI Position: Q2 2018 in Review

Live Your Vision sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2018, closing a stake of 1,000 shares — an estimated $73K sold.

Live Your Vision first reported a position in ACWI in Q3 2017 and held it in 2 quarters. The position peaked at $145K in Q3 2017. 312 funds tracked by Wall St. Rank hold ACWI as of Q2 2018.

  • Live Your Vision reported no remaining iShares MSCI ACWI ETF position as of Q2 2018 after selling out during the quarter.
  • Live Your Vision sold 1,000 iShares MSCI ACWI ETF shares in Q2 2018, an estimated $73K.
  • Live Your Vision first reported a position in iShares MSCI ACWI ETF in Q3 2017 and held it in 2 quarters.
  • Live Your Vision's iShares MSCI ACWI ETF position peaked at $145K in Q3 2017.
  • 312 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2018.

Based on Live Your Vision's 13F filing for Q2 2018, filed 16 Jul 2018.