SBA
ACWI icon

Secrest Blakey & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Secrest Blakey & Associates’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
Q4 		– Sell
-94
Closed -$7K – 63
2019
Q3 		$7K Hold
94
– – 0.01% 128
2019
Q2 		$7K Hold
94
– – 0.01% 124
2019
Q1 		$7K Buy
+94
New +$6.54K 0.01% 117

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM

Secrest Blakey & Associates's ACWI Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2019, closing a stake of 94 shares — an estimated $7K sold.

Secrest Blakey & Associates first reported a position in ACWI in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q3 2019. 465 funds tracked by Wall St. Rank hold ACWI as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares MSCI ACWI ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 94 iShares MSCI ACWI ETF shares in Q4 2019, an estimated $7K.
  • Secrest Blakey & Associates first reported a position in iShares MSCI ACWI ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares MSCI ACWI ETF position peaked at $7K in Q3 2019.
  • 465 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.