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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 		$6.09K Buy
+130,872
New +$5.95M 4.08% 5

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 $5.7T AUM 30.48% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return