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Wagner Wealth Management (South Carolina)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wagner Wealth Management (South Carolina)’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
2021
Q2 		– Sell
-77
Closed -$7K – 679
2021
Q1 		$7K Buy
+77
New +$7.23K 0.01% 495

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ACWI Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2021, closing a stake of 77 shares — an estimated $7K sold.

Wagner Wealth Management (South Carolina) first reported a position in ACWI in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 517 funds tracked by Wall St. Rank hold ACWI as of Q2 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining iShares MSCI ACWI ETF position as of Q2 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 77 iShares MSCI ACWI ETF shares in Q2 2021, an estimated $7K.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares MSCI ACWI ETF in Q1 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s iShares MSCI ACWI ETF position peaked at $7K in Q1 2021.
  • 517 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.