WI
ACWI icon

WBI Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

WBI Investments’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
-81,022
Closed -$6.02M – 86
2018
Q3 		$6.02M Buy
+81,022
New +$5.93M 0.33% 61
2017
Q2 		– Sell
-29,749
Closed -$1.88M – 287
2017
Q1 		$1.88M Buy
+29,749
New +$1.84M 0.08% 161
2016
Q2 		– Sell
-11,910
Closed -$668K – 158
2016
Q1 		$668K Buy
11,910
+8,115
+214% +$430K 0.03% 104
2015
Q4 		$212K Buy
+3,795
New +$217K 0.01% 202
2015
Q3 		– Sell
-5,111
Closed -$304K – 149
2015
Q2 		$304K Buy
+5,111
New +$316K 0.01% 213

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $2.33B AUM 20.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return