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

Mariner Wealth Advisors (Madison)’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
2013 Q3	$161K	Buy	+2,974	New	+$156K	0.06%	56

Other funds holding ACWI

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

RBC

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

SRA

Summit Rock Advisors New York $76.1M AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s ACWI Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in iShares MSCI ACWI ETF (ACWI) in Q3 2013: 2,974 shares worth $161K. The stake represents 0.06% of the portfolio and ranks #56 among its holdings.

111 funds tracked by Wall St. Rank hold ACWI as of Q3 2013.

Mariner Wealth Advisors (Madison) held 2,974 shares of iShares MSCI ACWI ETF worth $161K as of Q3 2013.
iShares MSCI ACWI ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
iShares MSCI ACWI ETF made up 0.06% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #56 holding.
111 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.