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First Personal Financial Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-6,192
Closed -$309K – 1023
2017
Q4 		$309K Buy
+6,192
New +$305K 0.06% 191

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

First Personal Financial Services's ACWX Position: Q1 2018 in Review

First Personal Financial Services sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2018, closing a stake of 6,192 shares — an estimated $309K sold.

First Personal Financial Services first reported a position in ACWX in Q4 2017 and held it in 1 quarter. The position peaked at $309K in Q4 2017. 235 funds tracked by Wall St. Rank hold ACWX as of Q1 2018.

  • First Personal Financial Services reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 6,192 iShares MSCI ACWI ex US ETF shares in Q1 2018, an estimated $309K.
  • First Personal Financial Services first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and held it in 1 quarter.
  • First Personal Financial Services's iShares MSCI ACWI ex US ETF position peaked at $309K in Q4 2017.
  • 235 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.