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BT Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

BT 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
2019
Q2 		– Sell
-4,640
Closed -$215K – 55
2019
Q1 		$215K Buy
4,640
+34
+0.7% +$1.53K 0.13% 55
2018
Q4 		$207K Buy
+4,606
New +$203K 0.09% 98

Other funds holding ACWX

FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

BT Wealth Management's ACWX Position: Q2 2019 in Review

BT Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2019, closing a stake of 4,640 shares — an estimated $215K sold.

BT Wealth Management first reported a position in ACWX in Q4 2018 and held it in 2 quarters. The position peaked at $215K in Q1 2019. 280 funds tracked by Wall St. Rank hold ACWX as of Q2 2019.

  • BT Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2019 after selling out during the quarter.
  • BT Wealth Management sold 4,640 iShares MSCI ACWI ex US ETF shares in Q2 2019, an estimated $215K.
  • BT Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 2 quarters.
  • BT Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $215K in Q1 2019.
  • 280 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2019.

Based on BT Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.