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Appleton Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Appleton Group’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
Q2 		– Sell
-261,876
Closed -$10.3M – 23
2016
Q1 		$10.3M Buy
+261,876
New +$9.8M 12.28% 4

Other funds holding ACWX

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Appleton Group's ACWX Position: Q2 2016 in Review

Appleton Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2016, closing a stake of 261,876 shares — an estimated $10.3M sold.

Appleton Group first reported a position in ACWX in Q1 2016 and held it in 1 quarter. The position peaked at $10.3M in Q1 2016. 172 funds tracked by Wall St. Rank hold ACWX as of Q2 2016.

  • Appleton Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2016 after selling out during the quarter.
  • Appleton Group sold 261,876 iShares MSCI ACWI ex US ETF shares in Q2 2016, an estimated $10.3M.
  • Appleton Group first reported a position in iShares MSCI ACWI ex US ETF in Q1 2016 and held it in 1 quarter.
  • Appleton Group's iShares MSCI ACWI ex US ETF position peaked at $10.3M in Q1 2016.
  • 172 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2016.

Based on Appleton Group's 13F filing for Q2 2016, filed 10 Aug 2016.