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

WP 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
2018 Q4	–	Sell	-220	Closed	-$16K	–	63
2018 Q3	$16K	Hold	220	–	–	0.01%	195
2018 Q2	$16K	Buy	+220	New	+$16K	0.02%	203

Other funds holding ACWI

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WP Advisors's ACWI Position: Q4 2018 in Review

WP Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2018, closing a stake of 220 shares — an estimated $16K sold.

WP Advisors first reported a position in ACWI in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 397 funds tracked by Wall St. Rank hold ACWI as of Q4 2018.

WP Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2018 after selling out during the quarter.
WP Advisors sold 220 iShares MSCI ACWI ETF shares in Q4 2018, an estimated $16K.
WP Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2018 and held it in 2 quarters.
WP Advisors's iShares MSCI ACWI ETF position peaked at $16K in Q3 2018.
397 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.