OptiFour Integrated Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

OptiFour Integrated Wealth Management’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 Q4	$211K	Buy	+2,666	New	+$204K	0.15%	70

Other funds holding ACWI

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

OptiFour Integrated Wealth Management's ACWI Position: Q4 2019 in Review

OptiFour Integrated Wealth Management opened a new position in iShares MSCI ACWI ETF (ACWI) in Q4 2019: 2,666 shares worth $211K. The stake represents 0.15% of the portfolio and ranks #70 among its holdings.

465 funds tracked by Wall St. Rank hold ACWI as of Q4 2019.

OptiFour Integrated Wealth Management held 2,666 shares of iShares MSCI ACWI ETF worth $211K as of Q4 2019.
iShares MSCI ACWI ETF was a new OptiFour Integrated Wealth Management position in Q4 2019.
iShares MSCI ACWI ETF made up 0.15% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #70 holding.
465 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.