Transamerica Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Transamerica Financial 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
2018 Q4	–	Sell	-401	Closed	-$30K	–	517
2018 Q3	$30K	Sell	401 -1,645	-80%	-$120K	0.01%	253
2018 Q2	$146K	Buy	+2,046	New	+$148K	0.03%	193
2016 Q4	–	Sell	-45	Closed	-$3K	–	428
2016 Q3	$3K	Hold	45	–	–	﹤0.01%	291
2016 Q2	$3K	Hold	45	–	–	﹤0.01%	269
2016 Q1	$3K	Hold	45	–	–	﹤0.01%	638
2015 Q4	$3K	Hold	45	–	–	﹤0.01%	687
2015 Q3	$3K	Sell	45 -32	-42%	-$1.84K	﹤0.01%	677
2015 Q2	$5K	Sell	77 -108,898	-100%	-$6.73M	﹤0.01%	689
2015 Q1	$6.54M	Sell	108,975 -23,391	-18%	-$1.39M	0.46%	31
2014 Q4	$7.74M	Sell	132,366 -18,801	-12%	-$1.1M	0.61%	22
2014 Q3	$8.9M	Buy	+151,167	New	+$9.1M	0.8%	21

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $6.73T AUM 46.02% 1-Year Est. Return

Transamerica Financial Advisors's ACWI Position: Q4 2018 in Review

Transamerica Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2018, closing a stake of 401 shares — an estimated $30K sold.

Transamerica Financial Advisors first reported a position in ACWI in Q3 2014 and held it in 11 quarters. The position peaked at $8.9M in Q3 2014. 397 funds tracked by Wall St. Rank hold ACWI as of Q4 2018.

Transamerica Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2018 after selling out during the quarter.
Transamerica Financial Advisors sold 401 iShares MSCI ACWI ETF shares in Q4 2018, an estimated $30K.
Transamerica Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2014 and held it in 11 quarters.
Transamerica Financial Advisors's iShares MSCI ACWI ETF position peaked at $8.9M in Q3 2014.
397 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2018.

Based on Transamerica Financial Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.