Private Wealth Advisors (Pennsylvania)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 Q1	–	Sell	-11,493	Closed	-$914K	–	92
2019 Q4	$914K	Buy	+11,493	New	+$879K	0.49%	56
2019 Q3	–	Sell	-11,508	Closed	-$848K	–	135
2019 Q2	$848K	Hold	11,508	–	–	0.3%	80
2019 Q1	$830K	Sell	11,508 -75	-0.6%	-$5.21K	0.31%	79
2018 Q4	$743K	Buy	11,583 +7,698	+198%	+$529K	0.32%	76
2018 Q3	$289K	Hold	3,885	–	–	0.11%	118
2018 Q2	$276K	Hold	3,885	–	–	0.11%	116
2018 Q1	$279K	Hold	3,885	–	–	0.11%	116
2017 Q4	$280K	Buy	3,885 +795	+26%	+$56.2K	0.11%	117
2017 Q3	$213K	Hold	3,090	–	–	0.09%	121
2017 Q2	$202K	Buy	+3,090	New	+$201K	0.09%	123

Other funds holding ACWI

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Private Wealth Advisors (Pennsylvania)'s ACWI Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2020, closing a stake of 11,493 shares — an estimated $914K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in ACWI in Q2 2017 and held it in 10 quarters. The position peaked at $914K in Q4 2019. 447 funds tracked by Wall St. Rank hold ACWI as of Q1 2020.

Private Wealth Advisors (Pennsylvania) reported no remaining iShares MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 11,493 iShares MSCI ACWI ETF shares in Q1 2020, an estimated $914K.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares MSCI ACWI ETF in Q2 2017 and held it in 10 quarters.
Private Wealth Advisors (Pennsylvania)'s iShares MSCI ACWI ETF position peaked at $914K in Q4 2019.
447 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.