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Longer Investments’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Longer Investments’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
Q4 		– Sell
-14,090
Closed -$672K – 29
2018
Q3 		$672K Hold
14,090
– – 0.65% 29
2018
Q2 		$666K Hold
14,090
– – 0.65% 27
2018
Q1 		$700K Sell
14,090
-785
-5% -$39.9K 0.77% 29
2017
Q4 		$743K Hold
14,875
– – 0.62% 36
2017
Q3 		$719K Hold
14,875
– – 0.64% 34
2017
Q2 		$678K Buy
14,875
+400
+3% +$18.1K 0.59% 34
2017
Q1 		$631K Sell
14,475
-5,525
-28% -$234K 0.61% 33
2016
Q4 		$805K Hold
20,000
– – 0.74% 34
2016
Q3 		$830K Buy
20,000
+800
+4% +$32.5K 0.72% 35
2016
Q2 		$748K Sell
19,200
-191,945
-91% -$7.62M 0.82% 28
2016
Q1 		$8.34M Buy
211,145
+194,645
+1,180% +$7.28M 6.9% 3
2015
Q4 		$654K Hold
16,500
– – 0.58% 34
2015
Q3 		$644K Buy
16,500
+4,200
+34% +$177K 0.76% 25
2015
Q2 		$543K Buy
12,300
+950
+8% +$44.1K 0.48% 38
2015
Q1 		$507K Hold
11,350
– – 0.39% 35
2014
Q4 		$488K Buy
11,350
+6,095
+116% +$270K 0.36% 38
2014
Q3 		$239K Hold
5,255
– – 0.19% 36
2014
Q2 		$252K Hold
5,255
– – 0.19% 44
2014
Q1 		$245K Buy
+5,255
New +$239K 0.19% 38

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Longer Investments's ACWX Position: Q4 2018 in Review

Longer Investments sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2018, closing a stake of 14,090 shares — an estimated $672K sold.

Longer Investments first reported a position in ACWX in Q1 2014 and held it in 19 quarters. The position peaked at $8.34M in Q1 2016. 284 funds tracked by Wall St. Rank hold ACWX as of Q4 2018.

  • Longer Investments reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2018 after selling out during the quarter.
  • Longer Investments sold 14,090 iShares MSCI ACWI ex US ETF shares in Q4 2018, an estimated $672K.
  • Longer Investments first reported a position in iShares MSCI ACWI ex US ETF in Q1 2014 and held it in 19 quarters.
  • Longer Investments's iShares MSCI ACWI ex US ETF position peaked at $8.34M in Q1 2016.
  • 284 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2018.

Based on Longer Investments's 13F filing for Q4 2018, filed 22 Jan 2019.