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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 $90.6B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $535B AUM 26.23% 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 $462M AUM 12.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CGH
Cleary Gull Holdings Milwaukee, Wisconsin $148M AUM 6.93% 1-Year Est. Return