BRWM
ACWX icon

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

B. Riley 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
2020
Q2 		– Sell
-20,950
Closed -$788K – 422
2020
Q1 		$788K Buy
20,950
+34
+0.2% +$1.53K 0.08% 204
2019
Q4 		$1.03M Buy
20,916
+1,029
+5% +$49.1K 0.15% 143
2019
Q3 		$916K Buy
19,887
+504
+3% +$23.1K 0.16% 138
2019
Q2 		$906K Buy
19,383
+4,073
+27% +$189K 0.14% 143
2019
Q1 		$708K Buy
15,310
+3,393
+28% +$153K 0.12% 170
2018
Q4 		$500K Buy
+11,917
New +$525K 0.1% 184

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

B. Riley Wealth Management's ACWX Position: Q2 2020 in Review

B. Riley Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2020, closing a stake of 20,950 shares — an estimated $788K sold.

B. Riley Wealth Management first reported a position in ACWX in Q4 2018 and held it in 6 quarters. The position peaked at $1.03M in Q4 2019. 278 funds tracked by Wall St. Rank hold ACWX as of Q2 2020.

  • B. Riley Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 20,950 iShares MSCI ACWI ex US ETF shares in Q2 2020, an estimated $788K.
  • B. Riley Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 6 quarters.
  • B. Riley Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $1.03M in Q4 2019.
  • 278 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.