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Private Capital Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Private Capital Group’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 		– Sell
-851
Closed -$63K – 1960
2019
Q3 		$63K Buy
+851
New +$62.4K 0.01% 664
2019
Q1 		– Sell
-2,523
Closed -$162K – 2201
2018
Q4 		$162K Buy
+2,523
New +$173K 0.03% 274

Other funds holding ACWI

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM

Private Capital Group's ACWI Position: Q4 2019 in Review

Private Capital Group sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2019, closing a stake of 851 shares — an estimated $63K sold.

Private Capital Group first reported a position in ACWI in Q4 2018 and held it in 2 quarters. The position peaked at $162K in Q4 2018. 465 funds tracked by Wall St. Rank hold ACWI as of Q4 2019.

  • Private Capital Group reported no remaining iShares MSCI ACWI ETF position as of Q4 2019 after selling out during the quarter.
  • Private Capital Group sold 851 iShares MSCI ACWI ETF shares in Q4 2019, an estimated $63K.
  • Private Capital Group first reported a position in iShares MSCI ACWI ETF in Q4 2018 and held it in 2 quarters.
  • Private Capital Group's iShares MSCI ACWI ETF position peaked at $162K in Q4 2018.
  • 465 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.