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AGF Investments LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

AGF Investments LLC’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
-96
Closed -$5K – 590
2019
Q4 		$5K Hold
96
– – ﹤0.01% 545
2019
Q3 		$4K Hold
96
– – ﹤0.01% 552
2019
Q2 		$4K Hold
96
– – ﹤0.01% 595
2019
Q1 		$4K Sell
96
-10
-9% -$450 ﹤0.01% 590
2018
Q4 		$4K Hold
106
– – ﹤0.01% 642
2018
Q3 		$5K Hold
106
– – ﹤0.01% 776
2018
Q2 		$5K Buy
106
+99
+1,414% +$4.9K ﹤0.01% 749
2018
Q1 		$0 Buy
+7
New +$356 ﹤0.01% 653

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

AGF Investments LLC's ACWX Position: Q1 2020 in Review

AGF Investments LLC sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2020, closing a stake of 96 shares — an estimated $5K sold.

AGF Investments LLC first reported a position in ACWX in Q1 2018 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 288 funds tracked by Wall St. Rank hold ACWX as of Q1 2020.

  • AGF Investments LLC reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2020 after selling out during the quarter.
  • AGF Investments LLC sold 96 iShares MSCI ACWI ex US ETF shares in Q1 2020, an estimated $5K.
  • AGF Investments LLC first reported a position in iShares MSCI ACWI ex US ETF in Q1 2018 and held it in 8 quarters.
  • AGF Investments LLC's iShares MSCI ACWI ex US ETF position peaked at $5K in Q4 2019.
  • 288 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2020.

Based on AGF Investments LLC's 13F filing for Q1 2020, filed 8 May 2020.