MWM
ACWX icon

Merriman Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Merriman Wealth 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
2019
Q3 		– Sell
-83,499
Closed -$3.93M – 174
2019
Q2 		$3.93M Sell
83,499
-1,121
-1% -$52.1K 0.76% 42
2019
Q1 		$3.92M Buy
+84,620
New +$3.81M 0.74% 42
2016
Q4 		– Sell
-149,177
Closed -$6.19M – 124
2016
Q3 		$6.19M Buy
+149,177
New +$6.07M 1.27% 25

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Merriman Wealth Management's ACWX Position: Q3 2019 in Review

Merriman Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2019, closing a stake of 83,499 shares — an estimated $3.93M sold.

Merriman Wealth Management first reported a position in ACWX in Q3 2016 and held it in 3 quarters. The position peaked at $6.19M in Q3 2016. 280 funds tracked by Wall St. Rank hold ACWX as of Q3 2019.

  • Merriman Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 83,499 iShares MSCI ACWI ex US ETF shares in Q3 2019, an estimated $3.93M.
  • Merriman Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2016 and held it in 3 quarters.
  • Merriman Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $6.19M in Q3 2016.
  • 280 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2019.

Based on Merriman Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.