AF
ACWX icon

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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $2.76B AUM 19.4% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM