WWM
ACWI icon

Willingdon Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Willingdon Wealth Management’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
2019
Q1 		– Sell
-140
Closed -$9K – 360
2018
Q4 		$9K Hold
140
– – ﹤0.01% 264
2018
Q3 		$10K Hold
140
– – ﹤0.01% 288
2018
Q2 		$10K Hold
140
– – ﹤0.01% 260
2018
Q1 		$10K Hold
140
– – ﹤0.01% 256
2017
Q4 		$10K Buy
+140
New +$9.9K ﹤0.01% 240

Other funds holding ACWI

ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $2.54B AUM 23.56% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Willingdon Wealth Management's ACWI Position: Q1 2019 in Review

Willingdon Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2019, closing a stake of 140 shares — an estimated $9K sold.

Willingdon Wealth Management first reported a position in ACWI in Q4 2017 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 388 funds tracked by Wall St. Rank hold ACWI as of Q1 2019.

  • Willingdon Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 140 iShares MSCI ACWI ETF shares in Q1 2019, an estimated $9K.
  • Willingdon Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 5 quarters.
  • Willingdon Wealth Management's iShares MSCI ACWI ETF position peaked at $10K in Q3 2018.
  • 388 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2019.

Based on Willingdon Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.