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Rothschild Investment LLC’s iShares MSCI ACWI ETF ACWI Stock Holding History

Rothschild Investment LLC’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
2016
Q4 		– Sell
-22,400
Closed -$1.32M – 472
2016
Q3 		$1.32M Buy
+22,400
New +$1.31M 0.16% 151

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return

Rothschild Investment LLC's ACWI Position: Q4 2016 in Review

Rothschild Investment LLC sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2016, closing a stake of 22,400 shares — an estimated $1.32M sold.

Rothschild Investment LLC first reported a position in ACWI in Q3 2016 and held it in 1 quarter. The position peaked at $1.32M in Q3 2016. 233 funds tracked by Wall St. Rank hold ACWI as of Q4 2016.

  • Rothschild Investment LLC reported no remaining iShares MSCI ACWI ETF position as of Q4 2016 after selling out during the quarter.
  • Rothschild Investment LLC sold 22,400 iShares MSCI ACWI ETF shares in Q4 2016, an estimated $1.32M.
  • Rothschild Investment LLC first reported a position in iShares MSCI ACWI ETF in Q3 2016 and held it in 1 quarter.
  • Rothschild Investment LLC's iShares MSCI ACWI ETF position peaked at $1.32M in Q3 2016.
  • 233 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2016.

Based on Rothschild Investment LLC's 13F filing for Q4 2016, filed 23 Jan 2017.