Asset Planning Services (Pennsylvania)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Asset Planning Services (Pennsylvania)’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	-152	Closed	-$7K	–	259
2019 Q1	$7K	Sell	152 -498	-77%	-$22.4K	﹤0.01%	212
2018 Q4	$27K	Buy	650 +5	+0.8%	+$220	0.01%	155
2018 Q3	$29K	Hold	645	–	–	0.01%	154
2018 Q2	$30K	Buy	645 +10	+2%	+$495	0.01%	151
2018 Q1	$32K	Hold	635	–	–	0.02%	151
2017 Q4	$32K	Buy	635 +7	+1%	+$345	0.02%	152
2017 Q3	$30K	Hold	628	–	–	0.02%	170
2017 Q2	$29K	Buy	628 +9	+1%	+$406	0.02%	166
2017 Q1	$27K	Hold	619	–	–	0.02%	175
2016 Q4	$25K	Buy	619 +163	+36%	+$6.6K	0.02%	158
2016 Q3	$19K	Hold	456	–	–	0.02%	162
2016 Q2	$18K	Buy	456 +9	+2%	+$357	0.02%	172
2016 Q1	$18K	Hold	447	–	–	0.02%	167
2015 Q4	$18K	Buy	447 +3	+0.7%	+$123	0.02%	136
2015 Q3	$17K	Sell	444 -121	-21%	-$5.09K	0.02%	131
2015 Q2	$25K	Buy	+565	New	+$26.3K	0.02%	139

Other funds holding ACWX

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s ACWX Position: Q2 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2019, closing a stake of 152 shares — an estimated $7K sold.

Asset Planning Services (Pennsylvania) first reported a position in ACWX in Q2 2015 and held it in 16 quarters. The position peaked at $32K in Q1 2018. 280 funds tracked by Wall St. Rank hold ACWX as of Q2 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 152 iShares MSCI ACWI ex US ETF shares in Q2 2019, an estimated $7K.
Asset Planning Services (Pennsylvania) first reported a position in iShares MSCI ACWI ex US ETF in Q2 2015 and held it in 16 quarters.
Asset Planning Services (Pennsylvania)'s iShares MSCI ACWI ex US ETF position peaked at $32K in Q1 2018.
280 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2019, filed 17 Jul 2019.