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Lebenthal Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Lebenthal Asset Management’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
2017
Q1 		$1.29M Buy
+29,609
New +$1.25M 0.16% 189

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 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 $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lebenthal Asset Management's ACWX Position: Q1 2017 in Review

Lebenthal Asset Management opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q1 2017: 29,609 shares worth $1.29M. The stake represents 0.16% of the portfolio and ranks #189 among its holdings.

178 funds tracked by Wall St. Rank hold ACWX as of Q1 2017.

  • Lebenthal Asset Management held 29,609 shares of iShares MSCI ACWI ex US ETF worth $1.29M as of Q1 2017.
  • iShares MSCI ACWI ex US ETF was a new Lebenthal Asset Management position in Q1 2017.
  • iShares MSCI ACWI ex US ETF made up 0.16% of Lebenthal Asset Management's portfolio in Q1 2017, its #189 holding.
  • 178 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2017.

Based on Lebenthal Asset Management's 13F filing for Q1 2017, filed 15 May 2017.