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Landmark Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Landmark Financial 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
2015
Q2 		– Sell
-32,596
Closed -$1.31M – 48
2015
Q1 		$1.31M Buy
32,596
+7,296
+29% +$321K 1.37% 17
2014
Q4 		$1.09M Buy
+25,300
New +$1.12M 1.13% 21

Other funds holding ACWX

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CGH
Cleary Gull Holdings Milwaukee, Wisconsin $148M AUM 6.93% 1-Year Est. Return

Landmark Financial Advisors's ACWX Position: Q2 2015 in Review

Landmark Financial Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2015, closing a stake of 32,596 shares — an estimated $1.31M sold.

Landmark Financial Advisors first reported a position in ACWX in Q4 2014 and held it in 2 quarters. The position peaked at $1.31M in Q1 2015. 151 funds tracked by Wall St. Rank hold ACWX as of Q2 2015.

  • Landmark Financial Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2015 after selling out during the quarter.
  • Landmark Financial Advisors sold 32,596 iShares MSCI ACWI ex US ETF shares in Q2 2015, an estimated $1.31M.
  • Landmark Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2014 and held it in 2 quarters.
  • Landmark Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.31M in Q1 2015.
  • 151 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2015.

Based on Landmark Financial Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.