Mitchell Sinkler & Starr’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Mitchell Sinkler & Starr’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	-4,600	Closed	-$206K	–	94
2015 Q1	$206K	Buy	+4,600	New	+$202K	0.23%	96
2014 Q4	–	Sell	-4,600	Closed	-$209K	–	94
2014 Q3	$209K	Hold	4,600	–	–	0.23%	90
2014 Q2	$221K	Hold	4,600	–	–	0.24%	83
2014 Q1	$214K	Hold	4,600	–	–	0.24%	82
2013 Q4	$215K	Hold	4,600	–	–	0.24%	80
2013 Q3	$206K	Sell	4,600 -2,430	-35%	-$105K	0.24%	79
2013 Q2	$286K	Buy	+7,030	New	+$304K	0.06%	146

Other funds holding ACWX

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CGH

Cleary Gull Holdings Milwaukee, Wisconsin $148M AUM 6.93% 1-Year Est. Return

Mitchell Sinkler & Starr's ACWX Position: Q2 2015 in Review

Mitchell Sinkler & Starr sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2015, closing a stake of 4,600 shares — an estimated $206K sold.

Mitchell Sinkler & Starr first reported a position in ACWX in Q2 2013 and held it in 7 quarters. The position peaked at $286K in Q2 2013. 151 funds tracked by Wall St. Rank hold ACWX as of Q2 2015.

Mitchell Sinkler & Starr reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2015 after selling out during the quarter.
Mitchell Sinkler & Starr sold 4,600 iShares MSCI ACWI ex US ETF shares in Q2 2015, an estimated $206K.
Mitchell Sinkler & Starr first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and held it in 7 quarters.
Mitchell Sinkler & Starr's iShares MSCI ACWI ex US ETF position peaked at $286K in Q2 2013.
151 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2015.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2015, filed 17 Jul 2015.