AIM
ACWX icon

Advantage Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Advantage Investment Management’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,327
Closed -$52K – 907
2016
Q2 		$52K Buy
1,327
+368
+38% +$14.6K 0.02% 338
2016
Q1 		$38K Sell
959
-7,011
-88% -$262K 0.02% 365
2015
Q4 		$316K Buy
+7,970
New +$326K 0.16% 104
2015
Q2 		– Sell
-14,750
Closed -$659K – 850
2015
Q1 		$659K Buy
14,750
+9,428
+177% +$414K 0.37% 61
2014
Q4 		$229K Buy
+5,322
New +$235K 0.17% 114

Other funds holding ACWX

SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.26B AUM 19.99% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return