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

Cornerstone 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
2018
Q3 		– Sell
-15,772
Closed -$337K – 1304
2018
Q2 		$337K Buy
+15,772
New +$781K ﹤0.01% 1147

Other funds holding ACWX

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Wealth Management's ACWX Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2018, closing a stake of 15,772 shares — an estimated $337K sold.

Cornerstone Wealth Management first reported a position in ACWX in Q2 2018 and held it in 1 quarter. The position peaked at $337K in Q2 2018. 257 funds tracked by Wall St. Rank hold ACWX as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 15,772 iShares MSCI ACWI ex US ETF shares in Q3 2018, an estimated $337K.
  • Cornerstone Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $337K in Q2 2018.
  • 257 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.