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RiverGlades Family Offices’s iShares MSCI ACWI ETF ACWI Stock Holding History

RiverGlades Family Offices’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
Q3 		– Sell
-7,353
Closed -$542K – 65
2019
Q2 		$542K Sell
7,353
-9,808
-57% -$715K 0.48% 37
2019
Q1 		$1.24M Buy
+17,161
New +$1.19M 1.12% 24

Other funds holding ACWI

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RiverGlades Family Offices's ACWI Position: Q3 2019 in Review

RiverGlades Family Offices sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2019, closing a stake of 7,353 shares — an estimated $542K sold.

RiverGlades Family Offices first reported a position in ACWI in Q1 2019 and held it in 2 quarters. The position peaked at $1.24M in Q1 2019. 423 funds tracked by Wall St. Rank hold ACWI as of Q3 2019.

  • RiverGlades Family Offices reported no remaining iShares MSCI ACWI ETF position as of Q3 2019 after selling out during the quarter.
  • RiverGlades Family Offices sold 7,353 iShares MSCI ACWI ETF shares in Q3 2019, an estimated $542K.
  • RiverGlades Family Offices first reported a position in iShares MSCI ACWI ETF in Q1 2019 and held it in 2 quarters.
  • RiverGlades Family Offices's iShares MSCI ACWI ETF position peaked at $1.24M in Q1 2019.
  • 423 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2019.

Based on RiverGlades Family Offices's 13F filing for Q3 2019, filed 7 Nov 2019.