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Evensky & Katz’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Evensky & Katz’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
2013
Q3 		– Sell
-181
Closed -$7.82K – 36
2013
Q2 		$7K Buy
+181
New +$7.82K ﹤0.01% 29

Other funds holding ACWX

RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evensky & Katz's ACWX Position: Q3 2013 in Review

Evensky & Katz sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2013, closing a stake of 181 shares — an estimated $7.82K sold.

Evensky & Katz first reported a position in ACWX in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 103 funds tracked by Wall St. Rank hold ACWX as of Q3 2013.

  • Evensky & Katz reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2013 after selling out during the quarter.
  • Evensky & Katz sold 181 iShares MSCI ACWI ex US ETF shares in Q3 2013, an estimated $7.82K.
  • Evensky & Katz first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and held it in 1 quarter.
  • Evensky & Katz's iShares MSCI ACWI ex US ETF position peaked at $7K in Q2 2013.
  • 103 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2013.

Based on Evensky & Katz's 13F filing for Q3 2013, filed 18 Oct 2013.