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

Jackson 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
2015
Q3 		– Sell
-121,823
Closed -$7.23M – 122
2015
Q2 		$7.23M Buy
+121,823
New +$7.52M 2.45% 7

Other funds holding ACWI

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Jackson Wealth Management's ACWI Position: Q3 2015 in Review

Jackson Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2015, closing a stake of 121,823 shares — an estimated $7.23M sold.

Jackson Wealth Management first reported a position in ACWI in Q2 2015 and held it in 1 quarter. The position peaked at $7.23M in Q2 2015. 177 funds tracked by Wall St. Rank hold ACWI as of Q3 2015.

  • Jackson Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 121,823 iShares MSCI ACWI ETF shares in Q3 2015, an estimated $7.23M.
  • Jackson Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2015 and held it in 1 quarter.
  • Jackson Wealth Management's iShares MSCI ACWI ETF position peaked at $7.23M in Q2 2015.
  • 177 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2015.

Based on Jackson Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.