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FCG Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

FCG Advisors’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
2020
Q3 		– Sell
-10,058
Closed -$435K – 188
2020
Q2 		$435K Sell
10,058
-42,821
-81% -$1.75M 0.11% 89
2020
Q1 		$1.99M Buy
52,879
+12,780
+32% +$574K 0.57% 37
2019
Q4 		$1.97M Buy
40,099
+7,754
+24% +$370K 0.56% 36
2019
Q3 		$1.49M Buy
32,345
+4,202
+15% +$192K 0.45% 43
2019
Q2 		$1.32M Buy
28,143
+2,072
+8% +$96.3K 0.42% 44
2019
Q1 		$1.21M Buy
26,071
+1,901
+8% +$85.6K 0.4% 43
2018
Q4 		$1.01M Buy
+24,170
New +$1.07M 0.39% 45

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FCG Advisors's ACWX Position: Q3 2020 in Review

FCG Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2020, closing a stake of 10,058 shares — an estimated $435K sold.

FCG Advisors first reported a position in ACWX in Q4 2018 and held it in 7 quarters. The position peaked at $1.99M in Q1 2020. 293 funds tracked by Wall St. Rank hold ACWX as of Q3 2020.

  • FCG Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2020 after selling out during the quarter.
  • FCG Advisors sold 10,058 iShares MSCI ACWI ex US ETF shares in Q3 2020, an estimated $435K.
  • FCG Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 7 quarters.
  • FCG Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.99M in Q1 2020.
  • 293 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.