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

Columbia Capital’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
2014
Q3 		– Sell
-116,524
Closed -$5.59M – 38
2014
Q2 		$5.59M Hold
116,524
– – 4.41% 2
2014
Q1 		$5.39M Hold
116,524
– – 3.87% 2
2013
Q4 		$5.44M Buy
116,524
+1,423
+1% +$65.3K 4.8% 2
2013
Q3 		$5.2M Buy
115,101
+1,901
+2% +$82.2K 4.67% 2
2013
Q2 		$4.61M Buy
+113,200
New +$4.89M 4.75% 3

Other funds holding ACWX

MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return