Peak Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Peak Capital 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 Q4	–	Sell	-24	Closed	-$2K	–	35
2018 Q3	$2K	Hold	24	–	–	﹤0.01%	51
2018 Q2	$2K	Hold	24	–	–	﹤0.01%	160
2018 Q1	$2K	Buy	+24	New	+$1.77K	﹤0.01%	54

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $2.54B AUM 23.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peak Capital Management's ACWI Position: Q4 2018 in Review

Peak Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2018, closing a stake of 24 shares — an estimated $2K sold.

Peak Capital Management first reported a position in ACWI in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 397 funds tracked by Wall St. Rank hold ACWI as of Q4 2018.

Peak Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q4 2018 after selling out during the quarter.
Peak Capital Management sold 24 iShares MSCI ACWI ETF shares in Q4 2018, an estimated $2K.
Peak Capital Management first reported a position in iShares MSCI ACWI ETF in Q1 2018 and held it in 3 quarters.
Peak Capital Management's iShares MSCI ACWI ETF position peaked at $2K in Q3 2018.
397 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.