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Robertson Stephens Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Robertson Stephens Advisors’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
2017
Q3 		$239K Sell
3,478
-974
-22% -$65.5K 0.21% 59
2017
Q2 		$292K Buy
4,452
+43
+1% +$2.79K 0.26% 56
2017
Q1 		$279K Sell
4,409
-855
-16% -$52.9K 0.25% 68
2016
Q4 		$311K Buy
+5,264
New +$309K 0.18% 111

Other funds holding ACWI

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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Robertson Stephens Advisors's ACWI Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 22% in Q3 2017, selling an estimated $65.5K and leaving 3,478 shares worth $239K. The position accounts for 0.21% of the portfolio, ranked #59.

Robertson Stephens Advisors first reported a position in ACWI in Q4 2016 and has held it in 4 quarters since. The position peaked at $311K in Q4 2016. 247 funds tracked by Wall St. Rank hold ACWI as of Q3 2017.

  • Robertson Stephens Advisors held 3,478 shares of iShares MSCI ACWI ETF worth $239K as of Q3 2017.
  • Robertson Stephens Advisors sold 974 iShares MSCI ACWI ETF shares in Q3 2017, an estimated $65.5K.
  • iShares MSCI ACWI ETF made up 0.21% of Robertson Stephens Advisors's portfolio in Q3 2017, its #59 holding.
  • Robertson Stephens Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares MSCI ACWI ETF position peaked at $311K in Q4 2016.
  • 247 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.