BRF
ACWX icon

B. Riley Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

B. Riley Financial’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
2018
Q4 		– Sell
-9,614
Closed -$458K – 106
2018
Q3 		$458K Sell
9,614
-1,116
-10% -$53.1K 0.13% 113
2018
Q2 		$507K Buy
10,730
+119
+1% +$5.89K 0.13% 133
2018
Q1 		$527K Sell
10,611
-863
-8% -$43.9K 0.15% 152
2017
Q4 		$573K Sell
11,474
-1,084
-9% -$53.4K 0.15% 149
2017
Q3 		$607K Buy
12,558
+1,355
+12% +$64K 0.17% 143
2017
Q2 		$511K Buy
11,203
+1,140
+11% +$51.5K 0.14% 148
2017
Q1 		$439K Sell
10,063
-4,045
-29% -$171K 0.22% 108
2016
Q4 		$568K Buy
14,108
+750
+6% +$30.4K 0.38% 58
2016
Q3 		$554K Buy
13,358
+5,333
+66% +$217K 0.35% 55
2016
Q2 		$313K Buy
8,025
+946
+13% +$37.5K 0.18% 73
2016
Q1 		$279K Sell
7,079
-270
-4% -$10.1K 0.21% 72
2015
Q4 		$291K Buy
+7,349
New +$301K 0.21% 76

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

B. Riley Financial's ACWX Position: Q4 2018 in Review

B. Riley Financial sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2018, closing a stake of 9,614 shares — an estimated $458K sold.

B. Riley Financial first reported a position in ACWX in Q4 2015 and held it in 12 quarters. The position peaked at $607K in Q3 2017. 284 funds tracked by Wall St. Rank hold ACWX as of Q4 2018.

  • B. Riley Financial reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 9,614 iShares MSCI ACWI ex US ETF shares in Q4 2018, an estimated $458K.
  • B. Riley Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's iShares MSCI ACWI ex US ETF position peaked at $607K in Q3 2017.
  • 284 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.