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Lehman Financial Resources’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-2,200
Closed -$85K – 63
2015
Q3 		$85K Hold
2,200
– – 0.04% 108
2015
Q2 		$97K Hold
2,200
– – 0.05% 106
2015
Q1 		$98K Hold
2,200
– – 0.05% 108
2014
Q4 		$95K Hold
2,200
– – 0.05% 102
2014
Q3 		$100K Hold
2,200
– – 0.05% 91
2014
Q2 		$106K Buy
+2,200
New +$105K 0.05% 85

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lehman Financial Resources's ACWX Position: Q4 2015 in Review

Lehman Financial Resources sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2015, closing a stake of 2,200 shares — an estimated $85K sold.

Lehman Financial Resources first reported a position in ACWX in Q2 2014 and held it in 6 quarters. The position peaked at $106K in Q2 2014. 182 funds tracked by Wall St. Rank hold ACWX as of Q4 2015.

  • Lehman Financial Resources reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 2,200 iShares MSCI ACWI ex US ETF shares in Q4 2015, an estimated $85K.
  • Lehman Financial Resources first reported a position in iShares MSCI ACWI ex US ETF in Q2 2014 and held it in 6 quarters.
  • Lehman Financial Resources's iShares MSCI ACWI ex US ETF position peaked at $106K in Q2 2014.
  • 182 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.