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Brouwer & Janachowski’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Brouwer & Janachowski’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
Q3 		– Sell
-2,200
Closed -$97K – 44
2015
Q2 		$97K Buy
+2,200
New +$102K 0.04% 52
2014
Q2 		– Sell
-2,200
Closed -$102K – 47
2014
Q1 		$102K Buy
+2,200
New +$100K 0.05% 58

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Brouwer & Janachowski's ACWX Position: Q3 2015 in Review

Brouwer & Janachowski sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2015, closing a stake of 2,200 shares — an estimated $97K sold.

Brouwer & Janachowski first reported a position in ACWX in Q1 2014 and held it in 2 quarters. The position peaked at $102K in Q1 2014. 157 funds tracked by Wall St. Rank hold ACWX as of Q3 2015.

  • Brouwer & Janachowski reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 2,200 iShares MSCI ACWI ex US ETF shares in Q3 2015, an estimated $97K.
  • Brouwer & Janachowski first reported a position in iShares MSCI ACWI ex US ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's iShares MSCI ACWI ex US ETF position peaked at $102K in Q1 2014.
  • 157 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.