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Paulson Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Paulson 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
2018
Q1 		– Sell
-892
Closed -$64K – 113
2017
Q4 		$64K Buy
+892
New +$63.1K 0.06% 178

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paulson Wealth Management's ACWI Position: Q1 2018 in Review

Paulson Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2018, closing a stake of 892 shares — an estimated $64K sold.

Paulson Wealth Management first reported a position in ACWI in Q4 2017 and held it in 1 quarter. The position peaked at $64K in Q4 2017. 319 funds tracked by Wall St. Rank hold ACWI as of Q1 2018.

  • Paulson Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 892 iShares MSCI ACWI ETF shares in Q1 2018, an estimated $64K.
  • Paulson Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's iShares MSCI ACWI ETF position peaked at $64K in Q4 2017.
  • 319 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.