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

Arbor 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
Q2 		– Sell
-34
Closed -$2K – 212
2019
Q1 		$2K Sell
34
-5,172
-99% -$233K ﹤0.01% 179
2018
Q4 		$170K Sell
5,206
-226
-4% -$9.96K 0.15% 49
2018
Q3 		$202K Buy
+5,432
New +$258K 0.16% 52

Other funds holding ACWX

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Arbor Wealth Management's ACWX Position: Q2 2019 in Review

Arbor Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2019, closing a stake of 34 shares — an estimated $2K sold.

Arbor Wealth Management first reported a position in ACWX in Q3 2018 and held it in 3 quarters. The position peaked at $202K in Q3 2018. 280 funds tracked by Wall St. Rank hold ACWX as of Q2 2019.

  • Arbor Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 34 iShares MSCI ACWI ex US ETF shares in Q2 2019, an estimated $2K.
  • Arbor Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2018 and held it in 3 quarters.
  • Arbor Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $202K in Q3 2018.
  • 280 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2019.

Based on Arbor Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.