Advisornet Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Advisornet Financial’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
2020 Q1	–	Sell	-500	Closed	-$25K	–	1755
2019 Q4	$25K	Sell	500 -125	-20%	-$5.96K	﹤0.01%	1117
2019 Q3	$29K	Hold	625	–	–	﹤0.01%	1082
2019 Q2	$29K	Hold	625	–	–	﹤0.01%	959
2019 Q1	$29K	Hold	625	–	–	﹤0.01%	896
2018 Q4	$26K	Hold	625	–	–	﹤0.01%	854
2018 Q3	$30K	Sell	625 -350	-36%	-$16.6K	﹤0.01%	847
2018 Q2	$46K	Sell	975 -700	-42%	-$34.7K	0.01%	726
2018 Q1	$83K	Hold	1,675	–	–	0.01%	574
2017 Q4	$84K	Buy	+1,675	New	+$82.6K	0.01%	519

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Advisornet Financial's ACWX Position: Q1 2020 in Review

Advisornet Financial sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2020, closing a stake of 500 shares — an estimated $25K sold.

Advisornet Financial first reported a position in ACWX in Q4 2017 and held it in 9 quarters. The position peaked at $84K in Q4 2017. 288 funds tracked by Wall St. Rank hold ACWX as of Q1 2020.

Advisornet Financial reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2020 after selling out during the quarter.
Advisornet Financial sold 500 iShares MSCI ACWI ex US ETF shares in Q1 2020, an estimated $25K.
Advisornet Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and held it in 9 quarters.
Advisornet Financial's iShares MSCI ACWI ex US ETF position peaked at $84K in Q4 2017.
288 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.