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Buckingham Strategic Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-9,428
Closed -$368K – 211
2015
Q3 		$368K Buy
+9,428
New +$397K 0.13% 118
2014
Q1 		– Sell
-5,757
Closed -$269K – 155
2013
Q4 		$269K Buy
+5,757
New +$264K 0.13% 117

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's ACWX Position: Q4 2015 in Review

Buckingham Strategic Wealth sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2015, closing a stake of 9,428 shares — an estimated $368K sold.

Buckingham Strategic Wealth first reported a position in ACWX in Q4 2013 and held it in 2 quarters. The position peaked at $368K in Q3 2015. 182 funds tracked by Wall St. Rank hold ACWX as of Q4 2015.

  • Buckingham Strategic Wealth reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2015 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 9,428 iShares MSCI ACWI ex US ETF shares in Q4 2015, an estimated $368K.
  • Buckingham Strategic Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2013 and held it in 2 quarters.
  • Buckingham Strategic Wealth's iShares MSCI ACWI ex US ETF position peaked at $368K in Q3 2015.
  • 182 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2015.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2015, filed 5 Feb 2016.