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One Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

One Wealth Advisors’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
Q2 		– Sell
-45
Closed -$3K – 124
2019
Q1 		$3K Sell
45
-30,504
-100% -$2.12M ﹤0.01% 421
2018
Q4 		$1.96M Buy
30,549
+30,534
+203,560% +$2.1M 1.95% 9
2018
Q3 		$1K Hold
15
– – ﹤0.01% 537
2018
Q2 		$1K Hold
15
– – ﹤0.01% 529
2018
Q1 		$1K Hold
15
– – ﹤0.01% 497
2017
Q4 		$1K Buy
+15
New +$1.06K ﹤0.01% 532

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

One Wealth Advisors's ACWI Position: Q2 2019 in Review

One Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2019, closing a stake of 45 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in ACWI in Q4 2017 and held it in 6 quarters. The position peaked at $1.96M in Q4 2018. 401 funds tracked by Wall St. Rank hold ACWI as of Q2 2019.

  • One Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 45 iShares MSCI ACWI ETF shares in Q2 2019, an estimated $3K.
  • One Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 6 quarters.
  • One Wealth Advisors's iShares MSCI ACWI ETF position peaked at $1.96M in Q4 2018.
  • 401 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.