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Founders Financial Securities’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Founders Financial Securities’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
2019
Q4 		– Sell
-33,146
Closed -$1.53M – 121
2019
Q3 		$1.53M Buy
+33,146
New +$1.52M 0.49% 42
2016
Q3 		– Sell
-372,340
Closed -$14.5M – 79
2016
Q2 		$14.5M Buy
372,340
+201,572
+118% +$8M 6.65% 3
2016
Q1 		$6.74M Sell
170,768
-178,367
-51% -$6.67M 3.17% 10
2015
Q4 		$13.8M Buy
+349,135
New +$14.3M 6.42% 4
2015
Q2 		– Sell
-85,967
Closed -$3.84M – 67
2015
Q1 		$3.84M Buy
+85,967
New +$3.78M 1.98% 14
2014
Q3 		– Sell
-184,740
Closed -$8.87M – 71
2014
Q2 		$8.87M Buy
184,740
+53,868
+41% +$2.57M 5.95% 3
2014
Q1 		$6.09M Buy
+130,872
New +$5.95M 4.08% 5

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Founders Financial Securities's ACWX Position: Q4 2019 in Review

Founders Financial Securities sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2019, closing a stake of 33,146 shares — an estimated $1.53M sold.

Founders Financial Securities first reported a position in ACWX in Q1 2014 and held it in 7 quarters. The position peaked at $14.5M in Q2 2016. 314 funds tracked by Wall St. Rank hold ACWX as of Q4 2019.

  • Founders Financial Securities reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2019 after selling out during the quarter.
  • Founders Financial Securities sold 33,146 iShares MSCI ACWI ex US ETF shares in Q4 2019, an estimated $1.53M.
  • Founders Financial Securities first reported a position in iShares MSCI ACWI ex US ETF in Q1 2014 and held it in 7 quarters.
  • Founders Financial Securities's iShares MSCI ACWI ex US ETF position peaked at $14.5M in Q2 2016.
  • 314 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2019.

Based on Founders Financial Securities's 13F filing for Q4 2019, filed 11 Feb 2020.