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

Cleary Gull’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
Q1 		$30.4M Buy
+679,266
New +$29.9M 28.64% 1

Other funds holding ACWX

ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $8.92B AUM 25.62% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Cleary Gull's ACWX Position: Q1 2015 in Review

Cleary Gull opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q1 2015: 679,266 shares worth $30.4M. The stake represents 28.64% of the portfolio and ranks #1 among its holdings.

141 funds tracked by Wall St. Rank hold ACWX as of Q1 2015.

  • Cleary Gull held 679,266 shares of iShares MSCI ACWI ex US ETF worth $30.4M as of Q1 2015.
  • iShares MSCI ACWI ex US ETF was a new Cleary Gull position in Q1 2015.
  • iShares MSCI ACWI ex US ETF made up 28.64% of Cleary Gull's portfolio in Q1 2015, its #1 holding.
  • 141 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.