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ArchPoint Investors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

ArchPoint Investors’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
2015
Q1 		– Sell
-91,400
Closed -$3.93M – 142
2014
Q4 		$3.93M Buy
+91,400
New +$4.04M 2.91% 6

Other funds holding ACWX

ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
CG
Cleary Gull Milwaukee, Wisconsin $106M AUM
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

ArchPoint Investors's ACWX Position: Q1 2015 in Review

ArchPoint Investors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2015, closing a stake of 91,400 shares — an estimated $3.93M sold.

ArchPoint Investors first reported a position in ACWX in Q4 2014 and held it in 1 quarter. The position peaked at $3.93M in Q4 2014. 141 funds tracked by Wall St. Rank hold ACWX as of Q1 2015.

  • ArchPoint Investors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2015 after selling out during the quarter.
  • ArchPoint Investors sold 91,400 iShares MSCI ACWI ex US ETF shares in Q1 2015, an estimated $3.93M.
  • ArchPoint Investors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2014 and held it in 1 quarter.
  • ArchPoint Investors's iShares MSCI ACWI ex US ETF position peaked at $3.93M in Q4 2014.
  • 141 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2015.

Based on ArchPoint Investors's 13F filing for Q1 2015, filed 14 May 2015.