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WFG Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

WFG Advisors’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
2014
Q4 		– Sell
-370
Closed -$22K – 2069
2014
Q3 		$22K Buy
370
+5
+1% +$301 ﹤0.01% 1234
2014
Q2 		$22K Hold
365
– – ﹤0.01% 1230
2014
Q1 		$21K Buy
+365
New +$20.7K ﹤0.01% 1228

Other funds holding ACWI

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

WFG Advisors's ACWI Position: Q4 2014 in Review

WFG Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2014, closing a stake of 370 shares — an estimated $22K sold.

WFG Advisors first reported a position in ACWI in Q1 2014 and held it in 3 quarters. The position peaked at $22K in Q3 2014. 175 funds tracked by Wall St. Rank hold ACWI as of Q4 2014.

  • WFG Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 370 iShares MSCI ACWI ETF shares in Q4 2014, an estimated $22K.
  • WFG Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2014 and held it in 3 quarters.
  • WFG Advisors's iShares MSCI ACWI ETF position peaked at $22K in Q3 2014.
  • 175 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.