MWC
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MKD Wealth Coaches’s iShares MSCI ACWI ETF ACWI Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-2,154
Closed -$159K – 52
2019
Q2 		$159K Sell
2,154
-30
-1% -$2.19K 0.14% 50
2019
Q1 		$158K Buy
2,184
+127
+6% +$8.83K 0.16% 48
2018
Q4 		$132K Buy
+2,057
New +$141K 0.16% 57

Other funds holding ACWI

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MKD Wealth Coaches's ACWI Position: Q3 2019 in Review

MKD Wealth Coaches sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2019, closing a stake of 2,154 shares — an estimated $159K sold.

MKD Wealth Coaches first reported a position in ACWI in Q4 2018 and held it in 3 quarters. The position peaked at $159K in Q2 2019. 423 funds tracked by Wall St. Rank hold ACWI as of Q3 2019.

  • MKD Wealth Coaches reported no remaining iShares MSCI ACWI ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 2,154 iShares MSCI ACWI ETF shares in Q3 2019, an estimated $159K.
  • MKD Wealth Coaches first reported a position in iShares MSCI ACWI ETF in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's iShares MSCI ACWI ETF position peaked at $159K in Q2 2019.
  • 423 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.