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Financial Architects (New Jersey)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Architects (New Jersey)’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
2015
Q4 		– Sell
-16,476
Closed -$889K – 216
2015
Q3 		$889K Buy
+16,476
New +$948K 0.38% 62

Other funds holding ACWI

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Financial Architects (New Jersey)'s ACWI Position: Q4 2015 in Review

Financial Architects (New Jersey) sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2015, closing a stake of 16,476 shares — an estimated $889K sold.

Financial Architects (New Jersey) first reported a position in ACWI in Q3 2015 and held it in 1 quarter. The position peaked at $889K in Q3 2015. 212 funds tracked by Wall St. Rank hold ACWI as of Q4 2015.

  • Financial Architects (New Jersey) reported no remaining iShares MSCI ACWI ETF position as of Q4 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 16,476 iShares MSCI ACWI ETF shares in Q4 2015, an estimated $889K.
  • Financial Architects (New Jersey) first reported a position in iShares MSCI ACWI ETF in Q3 2015 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s iShares MSCI ACWI ETF position peaked at $889K in Q3 2015.
  • 212 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2015, filed 16 Feb 2016.