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ACWX icon

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

Baird’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
2014
Q1 		– Sell
-4,380
Closed -$204K – 1109
2013
Q4 		$204K Buy
+4,380
New +$201K ﹤0.01% 1064
2013
Q3 		– Sell
-7,367
Closed -$300K – 1064
2013
Q2 		$300K Buy
+7,367
New +$318K 0.01% 907

Other funds holding ACWX

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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CHFS
Cobble Hill Financial Services Moorestown, New Jersey $541M AUM 8.99% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Baird's ACWX Position: Q1 2014 in Review

Baird sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2014, closing a stake of 4,380 shares — an estimated $204K sold.

Baird first reported a position in ACWX in Q2 2013 and held it in 2 quarters. The position peaked at $300K in Q2 2013. 121 funds tracked by Wall St. Rank hold ACWX as of Q1 2014.

  • Baird reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2014 after selling out during the quarter.
  • Baird sold 4,380 iShares MSCI ACWI ex US ETF shares in Q1 2014, an estimated $204K.
  • Baird first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and held it in 2 quarters.
  • Baird's iShares MSCI ACWI ex US ETF position peaked at $300K in Q2 2013.
  • 121 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2014.

Based on Baird's 13F filing for Q1 2014, filed 9 May 2014.