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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return