Risk Paradigm Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Risk Paradigm 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
2018 Q4	$213K	Hold	3,319	–	–	0.52%	42
2018 Q3	$246K	Hold	3,319	–	–	0.49%	43
2018 Q2	$236K	Sell	3,319 -5,117	-61%	-$371K	0.45%	43
2018 Q1	$605K	Sell	8,436 -737	-8%	-$54.3K	0.77%	32
2017 Q4	$661K	Sell	9,173 -666	-7%	-$47.1K	0.71%	36
2017 Q3	$677K	Sell	9,839 -296	-3%	-$19.9K	0.83%	33
2017 Q2	$664K	Sell	10,135 -237	-2%	-$15.4K	0.78%	38
2017 Q1	$656K	Buy	10,372 +845	+9%	+$52.3K	0.75%	40
2016 Q4	$564K	Sell	9,527 -2,769	-23%	-$163K	0.62%	60
2016 Q3	$727K	Sell	12,296 -116	-0.9%	-$6.76K	0.54%	41
2016 Q2	$698K	Sell	12,412 -18,662	-60%	-$1.05M	0.95%	44
2016 Q1	$1.74M	Sell	31,074 -22,812	-42%	-$1.21M	2.21%	9
2015 Q4	$3.01M	Buy	53,886 +52,282	+3,259%	+$2.99M	3.56%	4
2015 Q3	$86.5K	Sell	1,604 -50,388	-97%	-$2.9M	0.18%	69
2015 Q2	$3.09M	Sell	51,992 -9,433	-15%	-$583K	2.95%	5
2015 Q1	$3.69M	Buy	+61,425	New	+$3.65M	3.6%	2

Other funds holding ACWI

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Risk Paradigm Group's ACWI Position: Q4 2018 in Review

Risk Paradigm Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q4 2018 at 3,319 shares worth $213K. The position accounts for 0.52% of the portfolio, ranked #42.

Risk Paradigm Group first reported a position in ACWI in Q1 2015 and has held it in 16 quarters since. The position peaked at $3.69M in Q1 2015. 397 funds tracked by Wall St. Rank hold ACWI as of Q4 2018.

Risk Paradigm Group held 3,319 shares of iShares MSCI ACWI ETF worth $213K as of Q4 2018.
Risk Paradigm Group left its iShares MSCI ACWI ETF share count unchanged in Q4 2018.
iShares MSCI ACWI ETF made up 0.52% of Risk Paradigm Group's portfolio in Q4 2018, its #42 holding.
Risk Paradigm Group first reported a position in iShares MSCI ACWI ETF in Q1 2015 and has held it in 16 quarters since.
Risk Paradigm Group's iShares MSCI ACWI ETF position peaked at $3.69M in Q1 2015.
397 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.