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Wealthcare Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-1,442
Closed -$87K – 382
2015
Q1 		$87K Buy
+1,442
New +$85.7K 0.01% 170

Other funds holding ACWI

BM
Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthcare Capital Management's ACWI Position: Q2 2015 in Review

Wealthcare Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2015, closing a stake of 1,442 shares — an estimated $87K sold.

Wealthcare Capital Management first reported a position in ACWI in Q1 2015 and held it in 1 quarter. The position peaked at $87K in Q1 2015. 185 funds tracked by Wall St. Rank hold ACWI as of Q2 2015.

  • Wealthcare Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,442 iShares MSCI ACWI ETF shares in Q2 2015, an estimated $87K.
  • Wealthcare Capital Management first reported a position in iShares MSCI ACWI ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's iShares MSCI ACWI ETF position peaked at $87K in Q1 2015.
  • 185 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.