W
ACWI icon

Wealthfront’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wealthfront’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
2016
Q2 		– Sell
-10,708
Closed -$600K – 353
2016
Q1 		$600K Buy
+10,708
New +$568K 0.02% 134
2015
Q3 		– Sell
-117
Closed -$7K – 1238
2015
Q2 		$7K Buy
117
+6
+5% +$371 ﹤0.01% 947
2015
Q1 		$7K Hold
111
– – ﹤0.01% 697
2014
Q4 		$6K Buy
+111
New +$6.52K ﹤0.01% 580
2014
Q2 		– Sell
-81
Closed -$5K – 596
2014
Q1 		$5K Buy
+81
New +$4.6K ﹤0.01% 518

Other funds holding ACWI

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return