Foster Dykema Cabot & Co’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Foster Dykema Cabot & Co’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 Q1	–	Sell	-12,031	Closed	-$591K	–	85
2019 Q4	$591K	Sell	12,031 -21	-0.2%	-$1K	0.08%	60
2019 Q3	$555K	Hold	12,052	–	–	0.08%	67
2019 Q2	$564K	Sell	12,052 -55	-0.5%	-$2.56K	0.09%	66
2019 Q1	$560K	Hold	12,107	–	–	0.09%	64
2018 Q4	$508K	Hold	12,107	–	–	0.09%	64
2018 Q3	$577K	Hold	12,107	–	–	0.09%	63
2018 Q2	$587K	Hold	12,107	–	–	0.1%	62
2018 Q1	$602K	Hold	12,107	–	–	0.1%	66
2017 Q4	$605K	Buy	+12,107	New	+$597K	0.1%	63

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Foster Dykema Cabot & Co's ACWX Position: Q1 2020 in Review

Foster Dykema Cabot & Co sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2020, closing a stake of 12,031 shares — an estimated $591K sold.

Foster Dykema Cabot & Co first reported a position in ACWX in Q4 2017 and held it in 9 quarters. The position peaked at $605K in Q4 2017. 288 funds tracked by Wall St. Rank hold ACWX as of Q1 2020.

Foster Dykema Cabot & Co reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2020 after selling out during the quarter.
Foster Dykema Cabot & Co sold 12,031 iShares MSCI ACWI ex US ETF shares in Q1 2020, an estimated $591K.
Foster Dykema Cabot & Co first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and held it in 9 quarters.
Foster Dykema Cabot & Co's iShares MSCI ACWI ex US ETF position peaked at $605K in Q4 2017.
288 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2020.

Based on Foster Dykema Cabot & Co's 13F filing for Q1 2020, filed 6 May 2020.