Wealthspire Advisors (Maryland)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$7.77M	Buy	+97,200	New	+$7.7M	0.27%	49
2019 Q2	–	Sell	-795	Closed	-$57K	–	477
2019 Q1	$57K	Sell	795 -37	-4%	-$2.57K	﹤0.01%	845
2018 Q4	$53K	Hold	832	–	–	﹤0.01%	834
2018 Q3	$62K	Hold	832	–	–	0.01%	887
2018 Q2	$59K	Sell	832 -1,872	-69%	-$136K	0.01%	906
2018 Q1	$194K	Buy	2,704 +1,872	+225%	+$138K	0.02%	479
2017 Q4	$60K	Buy	832 +146	+21%	+$10.3K	0.01%	925
2017 Q3	$47K	Hold	686	–	–	0.01%	1005
2017 Q2	$45K	Hold	686	–	–	0.01%	989
2017 Q1	$43K	Hold	686	–	–	0.01%	838
2016 Q4	$41K	Hold	686	–	–	0.01%	824
2016 Q3	$41K	Hold	686	–	–	0.01%	829
2016 Q2	$39K	Hold	686	–	–	0.01%	802
2016 Q1	$38K	Hold	686	–	–	0.01%	773
2015 Q4	$38K	Buy	+686	New	+$39.2K	0.01%	787

Other funds holding ACWI

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACWI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in iShares MSCI ACWI ETF (ACWI) in Q3 2020: 97,200 shares worth $7.77M. The stake represents 0.27% of the portfolio and ranks #49 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in ACWI as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in ACWI in Q4 2015 and has held it in 15 quarters since. 443 funds tracked by Wall St. Rank hold ACWI as of Q3 2020.

Wealthspire Advisors (Maryland) held 97,200 shares of iShares MSCI ACWI ETF worth $7.77M as of Q3 2020.
iShares MSCI ACWI ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
iShares MSCI ACWI ETF made up 0.27% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #49 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares MSCI ACWI ETF in Q4 2015 and has held it in 15 quarters since.
443 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.