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Pacific Capital Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Pacific Capital 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
2020
Q4 		– Sell
-63
Closed -$5K – 68
2020
Q3 		$5K Buy
+63
New +$4.99K ﹤0.01% 184

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pacific Capital Wealth Advisors's ACWI Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2020, closing a stake of 63 shares — an estimated $5K sold.

Pacific Capital Wealth Advisors first reported a position in ACWI in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 503 funds tracked by Wall St. Rank hold ACWI as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 63 iShares MSCI ACWI ETF shares in Q4 2020, an estimated $5K.
  • Pacific Capital Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's iShares MSCI ACWI ETF position peaked at $5K in Q3 2020.
  • 503 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.