VWA
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VERITY Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

VERITY Wealth 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
2019
Q4 		– Sell
-11,834
Closed -$873K – 50
2019
Q3 		$873K Hold
11,834
– – 0.86% 28
2019
Q2 		$872K Sell
11,834
-742
-6% -$54.1K 0.86% 27
2019
Q1 		$907K Sell
12,576
-275
-2% -$19.1K 0.93% 26
2018
Q4 		$825K Buy
+12,851
New +$882K 0.95% 27

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

VERITY Wealth Advisors's ACWI Position: Q4 2019 in Review

VERITY Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2019, closing a stake of 11,834 shares — an estimated $873K sold.

VERITY Wealth Advisors first reported a position in ACWI in Q4 2018 and held it in 4 quarters. The position peaked at $907K in Q1 2019. 465 funds tracked by Wall St. Rank hold ACWI as of Q4 2019.

  • VERITY Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2019 after selling out during the quarter.
  • VERITY Wealth Advisors sold 11,834 iShares MSCI ACWI ETF shares in Q4 2019, an estimated $873K.
  • VERITY Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2018 and held it in 4 quarters.
  • VERITY Wealth Advisors's iShares MSCI ACWI ETF position peaked at $907K in Q1 2019.
  • 465 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2019.

Based on VERITY Wealth Advisors's 13F filing for Q4 2019, filed 14 Jan 2020.