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Holistic Financial Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-475
Closed -$24K – 38
2018
Q1 		$24K Hold
475
– – 0.02% 259
2017
Q4 		$24K Buy
+475
New +$23.4K 0.02% 262

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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Holistic Financial Partners's ACWX Position: Q2 2018 in Review

Holistic Financial Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2018, closing a stake of 475 shares — an estimated $24K sold.

Holistic Financial Partners first reported a position in ACWX in Q4 2017 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 242 funds tracked by Wall St. Rank hold ACWX as of Q2 2018.

  • Holistic Financial Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 475 iShares MSCI ACWI ex US ETF shares in Q2 2018, an estimated $24K.
  • Holistic Financial Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's iShares MSCI ACWI ex US ETF position peaked at $24K in Q1 2018.
  • 242 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.