HA
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Hays Advisory’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Hays Advisory’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
-39,011
Closed -$1.86M – 2
2018
Q3 		$1.86M Buy
39,011
+6,429
+20% +$306K 1.18% 24
2018
Q2 		$1.54M Sell
32,582
-4,266
-12% -$211K 0.85% 32
2018
Q1 		$1.83M Sell
36,848
-17,182
-32% -$874K 0.88% 32
2017
Q4 		$2.7M Buy
54,030
+17,765
+49% +$876K 0.96% 30
2017
Q3 		$1.75M Sell
36,265
-4,215
-10% -$199K 0.51% 40
2017
Q2 		$1.84M Buy
40,480
+13,573
+50% +$613K 0.45% 42
2017
Q1 		$1.17M Buy
26,907
+9,358
+53% +$396K 0.28% 46
2016
Q4 		$707K Buy
+17,549
New +$710K 0.16% 50

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return