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BTC Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

BTC Capital 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
2017
Q1 		– Sell
-6,245
Closed -$251K – 170
2016
Q4 		$251K Buy
+6,245
New +$253K 0.05% 153
2016
Q1 		– Sell
-26,860
Closed -$1.06M – 164
2015
Q4 		$1.06M Buy
26,860
+1,470
+6% +$60.2K 0.25% 103
2015
Q3 		$992K Buy
+25,390
New +$1.07M 0.24% 109

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BTC Capital Management's ACWX Position: Q1 2017 in Review

BTC Capital Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2017, closing a stake of 6,245 shares — an estimated $251K sold.

BTC Capital Management first reported a position in ACWX in Q3 2015 and held it in 3 quarters. The position peaked at $1.06M in Q4 2015. 178 funds tracked by Wall St. Rank hold ACWX as of Q1 2017.

  • BTC Capital Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2017 after selling out during the quarter.
  • BTC Capital Management sold 6,245 iShares MSCI ACWI ex US ETF shares in Q1 2017, an estimated $251K.
  • BTC Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2015 and held it in 3 quarters.
  • BTC Capital Management's iShares MSCI ACWI ex US ETF position peaked at $1.06M in Q4 2015.
  • 178 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2017.

Based on BTC Capital Management's 13F filing for Q1 2017, filed 27 Apr 2017.