Mariner Wealth Advisors (Cincinnati)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$563K	Buy	7,579 +267	+4%	+$19.5K	0.03%	182
2018 Q2	$520K	Sell	7,312 -1,117	-13%	-$81K	0.03%	189
2018 Q1	$604K	Buy	8,429 +794	+10%	+$58.5K	0.04%	165
2017 Q4	$550K	Sell	7,635 -294	-4%	-$20.8K	0.03%	169
2017 Q3	$546K	Buy	7,929 +339	+4%	+$22.8K	0.04%	159
2017 Q2	$497K	Buy	7,590 +515	+7%	+$33.4K	0.03%	169
2017 Q1	$448K	Buy	7,075 +640	+10%	+$39.6K	0.03%	175
2016 Q4	$381K	Buy	6,435 +442	+7%	+$25.9K	0.03%	185
2016 Q3	$354K	Buy	5,993 +8	+0.1%	+$467	0.03%	194
2016 Q2	$337K	Buy	5,985 +1,120	+23%	+$63.2K	0.03%	197
2016 Q1	$273K	Buy	+4,865	New	+$258K	0.03%	201

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JMPWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s ACWI Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its iShares MSCI ACWI ETF (ACWI) stake by 3.7% in Q3 2018, buying an estimated $19.5K and bringing the position to 7,579 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #182.

Mariner Wealth Advisors (Cincinnati) first reported a position in ACWI in Q1 2016 and has held it in 11 quarters since. The position peaked at $604K in Q1 2018. 330 funds tracked by Wall St. Rank hold ACWI as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 7,579 shares of iShares MSCI ACWI ETF worth $563K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 267 iShares MSCI ACWI ETF shares in Q3 2018, an estimated $19.5K.
iShares MSCI ACWI ETF made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #182 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares MSCI ACWI ETF in Q1 2016 and has held it in 11 quarters since.
Mariner Wealth Advisors (Cincinnati)'s iShares MSCI ACWI ETF position peaked at $604K in Q1 2018.
330 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.