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Portfolio Strategies (Washington)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$129K Buy
+1,790
New +$127K 0.26% 21

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Portfolio Strategies (Washington)'s ACWI Position: Q4 2017 in Review

Portfolio Strategies (Washington) opened a new position in iShares MSCI ACWI ETF (ACWI) in Q4 2017: 1,790 shares worth $129K. The stake represents 0.26% of the portfolio and ranks #21 among its holdings.

317 funds tracked by Wall St. Rank hold ACWI as of Q4 2017.

  • Portfolio Strategies (Washington) held 1,790 shares of iShares MSCI ACWI ETF worth $129K as of Q4 2017.
  • iShares MSCI ACWI ETF was a new Portfolio Strategies (Washington) position in Q4 2017.
  • iShares MSCI ACWI ETF made up 0.26% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #21 holding.
  • 317 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.