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WealthTrust-Arizona’s iShares MSCI ACWI ETF ACWI Stock Holding History

WealthTrust-Arizona’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
Q3 		– Sell
-326
Closed -$23K – 684
2018
Q2 		$23K Buy
+326
New +$23.6K 0.01% 236

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthTrust-Arizona's ACWI Position: Q3 2018 in Review

WealthTrust-Arizona sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2018, closing a stake of 326 shares — an estimated $23K sold.

WealthTrust-Arizona first reported a position in ACWI in Q2 2018 and held it in 1 quarter. The position peaked at $23K in Q2 2018. 330 funds tracked by Wall St. Rank hold ACWI as of Q3 2018.

  • WealthTrust-Arizona reported no remaining iShares MSCI ACWI ETF position as of Q3 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 326 iShares MSCI ACWI ETF shares in Q3 2018, an estimated $23K.
  • WealthTrust-Arizona first reported a position in iShares MSCI ACWI ETF in Q2 2018 and held it in 1 quarter.
  • WealthTrust-Arizona's iShares MSCI ACWI ETF position peaked at $23K in Q2 2018.
  • 330 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2018.

Based on WealthTrust-Arizona's 13F filing for Q3 2018, filed 17 Oct 2018.