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Johnson Financial Group Inc (Wisconsin)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		– Sell
-3,532
Closed -$253K – 536
2018
Q1 		$253K Buy
+3,532
New +$260K 0.03% 207
2017
Q2 		– Sell
-500
Closed -$32K – 551
2017
Q1 		$32K Buy
500
+395
+376% +$24.5K ﹤0.01% 450
2016
Q4 		$6K Hold
105
– – ﹤0.01% 591
2016
Q3 		$6K Hold
105
– – ﹤0.01% 623
2016
Q2 		$6K Buy
+105
New +$5.93K ﹤0.01% 688

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 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
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s ACWI Position: Q2 2018 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2018, closing a stake of 3,532 shares — an estimated $253K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in ACWI in Q2 2016 and held it in 5 quarters. The position peaked at $253K in Q1 2018. 312 funds tracked by Wall St. Rank hold ACWI as of Q2 2018.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares MSCI ACWI ETF position as of Q2 2018 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 3,532 iShares MSCI ACWI ETF shares in Q2 2018, an estimated $253K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI ACWI ETF in Q2 2016 and held it in 5 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s iShares MSCI ACWI ETF position peaked at $253K in Q1 2018.
  • 312 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2018.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2018, filed 7 Aug 2018.