Nikulski Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Nikulski Financial’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 Q4	–	Sell	-3,317	Closed	-$228K	–	73
2018 Q3	$228K	Sell	3,317 -1,816	-35%	-$133K	0.21%	71
2018 Q2	$365K	Sell	5,133 -3,700	-42%	-$268K	0.34%	55
2018 Q1	$633K	Sell	8,833 -10,235	-54%	-$754K	0.63%	42
2017 Q4	$1.38M	Buy	+19,068	New	+$1.35M	1.48%	26

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nikulski Financial's ACWI Position: Q4 2018 in Review

Nikulski Financial sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2018, closing a stake of 3,317 shares — an estimated $228K sold.

Nikulski Financial first reported a position in ACWI in Q4 2017 and held it in 4 quarters. The position peaked at $1.38M in Q4 2017. 397 funds tracked by Wall St. Rank hold ACWI as of Q4 2018.

Nikulski Financial reported no remaining iShares MSCI ACWI ETF position as of Q4 2018 after selling out during the quarter.
Nikulski Financial sold 3,317 iShares MSCI ACWI ETF shares in Q4 2018, an estimated $228K.
Nikulski Financial first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 4 quarters.
Nikulski Financial's iShares MSCI ACWI ETF position peaked at $1.38M in Q4 2017.
397 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2018.

Based on Nikulski Financial's 13F filing for Q4 2018, filed 28 Jan 2019.