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

Mariner Wealth Advisors (NYC)’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
Q1 		$18K Buy
+299
New +$17.8K 0.01% 287

Other funds holding ACWI

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s ACWI Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in iShares MSCI ACWI ETF (ACWI) in Q1 2015: 299 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings.

172 funds tracked by Wall St. Rank hold ACWI as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 299 shares of iShares MSCI ACWI ETF worth $18K as of Q1 2015.
  • iShares MSCI ACWI ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • iShares MSCI ACWI ETF made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #287 holding.
  • 172 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.