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

Foundations Investment 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
2018
Q4 		– Sell
-308,847
Closed -$14.7M – 104
2018
Q3 		$14.7M Buy
308,847
+36,162
+13% +$1.72M 3.59% 12
2018
Q2 		$12.9M Buy
+272,685
New +$13.5M 3.43% 13

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Foundations Investment Advisors's ACWX Position: Q4 2018 in Review

Foundations Investment Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2018, closing a stake of 308,847 shares — an estimated $14.7M sold.

Foundations Investment Advisors first reported a position in ACWX in Q2 2018 and held it in 2 quarters. The position peaked at $14.7M in Q3 2018. 284 funds tracked by Wall St. Rank hold ACWX as of Q4 2018.

  • Foundations Investment Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2018 after selling out during the quarter.
  • Foundations Investment Advisors sold 308,847 iShares MSCI ACWI ex US ETF shares in Q4 2018, an estimated $14.7M.
  • Foundations Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2018 and held it in 2 quarters.
  • Foundations Investment Advisors's iShares MSCI ACWI ex US ETF position peaked at $14.7M in Q3 2018.
  • 284 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2018.

Based on Foundations Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.