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Santa Barbara Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Santa Barbara Asset Management’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
Q1 		– Sell
-6,439
Closed -$413K – 55
2018
Q4 		$413K Buy
+6,439
New +$442K 0.01% 55

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Santa Barbara Asset Management's ACWI Position: Q1 2019 in Review

Santa Barbara Asset Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2019, closing a stake of 6,439 shares — an estimated $413K sold.

Santa Barbara Asset Management first reported a position in ACWI in Q4 2018 and held it in 1 quarter. The position peaked at $413K in Q4 2018. 388 funds tracked by Wall St. Rank hold ACWI as of Q1 2019.

  • Santa Barbara Asset Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2019 after selling out during the quarter.
  • Santa Barbara Asset Management sold 6,439 iShares MSCI ACWI ETF shares in Q1 2019, an estimated $413K.
  • Santa Barbara Asset Management first reported a position in iShares MSCI ACWI ETF in Q4 2018 and held it in 1 quarter.
  • Santa Barbara Asset Management's iShares MSCI ACWI ETF position peaked at $413K in Q4 2018.
  • 388 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2019.

Based on Santa Barbara Asset Management's 13F filing for Q1 2019, filed 14 May 2019.