GWA
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Guidant Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Guidant Wealth 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
2019
Q3 		$47K Hold
1,017
– – 0.02% 175
2019
Q2 		$48K Buy
1,017
+17
+2% +$790 0.02% 177
2019
Q1 		$46K Buy
+1,000
New +$45K 0.02% 182

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Guidant Wealth Advisors's ACWX Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2019 at 1,017 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #175.

Guidant Wealth Advisors first reported a position in ACWX in Q1 2019 and has held it in 3 quarters since. The position peaked at $48K in Q2 2019. 280 funds tracked by Wall St. Rank hold ACWX as of Q3 2019.

  • Guidant Wealth Advisors held 1,017 shares of iShares MSCI ACWI ex US ETF worth $47K as of Q3 2019.
  • Guidant Wealth Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2019.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #175 holding.
  • Guidant Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2019 and has held it in 3 quarters since.
  • Guidant Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $48K in Q2 2019.
  • 280 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.