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JNBA Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

JNBA Financial Advisors’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-376
Closed -$16K – 485
2016
Q3 		$16K Buy
+376
New +$15.3K ﹤0.01% 881

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

JNBA Financial Advisors's ACWX Position: Q4 2016 in Review

JNBA Financial Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2016, closing a stake of 376 shares — an estimated $16K sold.

JNBA Financial Advisors first reported a position in ACWX in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 187 funds tracked by Wall St. Rank hold ACWX as of Q4 2016.

  • JNBA Financial Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 376 iShares MSCI ACWI ex US ETF shares in Q4 2016, an estimated $16K.
  • JNBA Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $16K in Q3 2016.
  • 187 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.