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

Ferris 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
2017
Q3 		– Sell
-19
Closed -$1K – 150
2017
Q2 		$1K Buy
+19
New +$858 ﹤0.01% 634

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Ferris Capital's ACWX Position: Q3 2017 in Review

Ferris Capital sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2017, closing a stake of 19 shares — an estimated $1K sold.

Ferris Capital first reported a position in ACWX in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 198 funds tracked by Wall St. Rank hold ACWX as of Q3 2017.

  • Ferris Capital reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2017 after selling out during the quarter.
  • Ferris Capital sold 19 iShares MSCI ACWI ex US ETF shares in Q3 2017, an estimated $1K.
  • Ferris Capital first reported a position in iShares MSCI ACWI ex US ETF in Q2 2017 and held it in 1 quarter.
  • Ferris Capital's iShares MSCI ACWI ex US ETF position peaked at $1K in Q2 2017.
  • 198 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2017.

Based on Ferris Capital's 13F filing for Q3 2017, filed 14 Nov 2017.