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Lynch & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lynch & Associates’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
-9,322
Closed -$668K – 96
2018
Q1 		$668K Sell
9,322
-22,794
-71% -$1.68M 0.26% 64
2017
Q4 		$2.31M Buy
32,116
+1,151
+4% +$81.4K 0.87% 42
2017
Q3 		$2.13M Buy
30,965
+573
+2% +$38.5K 0.85% 43
2017
Q2 		$1.99M Buy
30,392
+1,334
+5% +$86.6K 0.79% 46
2017
Q1 		$1.84M Buy
29,058
+2,564
+10% +$159K 0.75% 47
2016
Q4 		$1.57M Buy
26,494
+1,107
+4% +$65K 0.66% 49
2016
Q3 		$1.5M Buy
25,387
+1,898
+8% +$111K 0.66% 49
2016
Q2 		$1.32M Buy
23,489
+1,186
+5% +$66.9K 0.59% 49
2016
Q1 		$1.25M Buy
22,303
+107
+0.5% +$5.68K 0.59% 51
2015
Q4 		$1.24M Buy
22,196
+719
+3% +$41.1K 0.64% 50
2015
Q3 		$1.16M Sell
21,477
-312
-1% -$17.9K 0.64% 50
2015
Q2 		$1.29M Sell
21,789
-345
-2% -$21.3K 0.68% 45
2015
Q1 		$1.33M Buy
+22,134
New +$1.32M 0.7% 45

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

Lynch & Associates's ACWI Position: Q2 2018 in Review

Lynch & Associates sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2018, closing a stake of 9,322 shares — an estimated $668K sold.

Lynch & Associates first reported a position in ACWI in Q1 2015 and held it in 13 quarters. The position peaked at $2.31M in Q4 2017. 312 funds tracked by Wall St. Rank hold ACWI as of Q2 2018.

  • Lynch & Associates reported no remaining iShares MSCI ACWI ETF position as of Q2 2018 after selling out during the quarter.
  • Lynch & Associates sold 9,322 iShares MSCI ACWI ETF shares in Q2 2018, an estimated $668K.
  • Lynch & Associates first reported a position in iShares MSCI ACWI ETF in Q1 2015 and held it in 13 quarters.
  • Lynch & Associates's iShares MSCI ACWI ETF position peaked at $2.31M in Q4 2017.
  • 312 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2018.

Based on Lynch & Associates's 13F filing for Q2 2018, filed 9 Jul 2018.