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Proficio Capital Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Proficio Capital Partners’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
Q2 		– Sell
-18,160
Closed -$1.3M – 1275
2018
Q1 		$1.3M Sell
18,160
-410
-2% -$30.2K 0.38% 46
2017
Q4 		$1.34M Buy
+18,570
New +$1.31M 0.43% 42

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Proficio Capital Partners's ACWI Position: Q2 2018 in Review

Proficio Capital Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2018, closing a stake of 18,160 shares — an estimated $1.3M sold.

Proficio Capital Partners first reported a position in ACWI in Q4 2017 and held it in 2 quarters. The position peaked at $1.34M in Q4 2017. 314 funds tracked by Wall St. Rank hold ACWI as of Q2 2018.

  • Proficio Capital Partners reported no remaining iShares MSCI ACWI ETF position as of Q2 2018 after selling out during the quarter.
  • Proficio Capital Partners sold 18,160 iShares MSCI ACWI ETF shares in Q2 2018, an estimated $1.3M.
  • Proficio Capital Partners first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 2 quarters.
  • Proficio Capital Partners's iShares MSCI ACWI ETF position peaked at $1.34M in Q4 2017.
  • 314 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2018.

Based on Proficio Capital Partners's 13F filing for Q2 2018, filed 10 Aug 2018.