AWM
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Alterna Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Alterna Wealth 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
2019
Q1 		– Sell
-893,533
Closed -$40.7M – 104
2018
Q4 		$40.7M Buy
+893,533
New +$39.4M 6.64% 2

Other funds holding ACWX

FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Alterna Wealth Management's ACWX Position: Q1 2019 in Review

Alterna Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2019, closing a stake of 893,533 shares — an estimated $40.7M sold.

Alterna Wealth Management first reported a position in ACWX in Q4 2018 and held it in 1 quarter. The position peaked at $40.7M in Q4 2018. 290 funds tracked by Wall St. Rank hold ACWX as of Q1 2019.

  • Alterna Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 893,533 iShares MSCI ACWI ex US ETF shares in Q1 2019, an estimated $40.7M.
  • Alterna Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $40.7M in Q4 2018.
  • 290 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.