Moisand Fitzgerald Tamayo’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Moisand Fitzgerald Tamayo’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
2020 Q1	–	Sell	-1,256	Closed	-$62K	–	251
2019 Q4	$62K	Buy	1,256 +20	+2%	+$954	0.03%	109
2019 Q3	$57K	Hold	1,236	–	–	0.03%	109
2019 Q2	$58K	Buy	1,236 +21	+2%	+$976	0.03%	108
2019 Q1	$56K	Hold	1,215	–	–	0.03%	111
2018 Q4	$51K	Buy	1,215 +11	+0.9%	+$485	0.03%	109
2018 Q3	$57K	Hold	1,204	–	–	0.03%	116
2018 Q2	$57K	Buy	1,204 +18	+2%	+$892	0.03%	111
2018 Q1	$59K	Hold	1,186	–	–	0.04%	117
2017 Q4	$59K	Buy	1,186 +12	+1%	+$591	0.03%	103
2017 Q3	$57K	Buy	+1,174	New	+$55.4K	0.03%	107
2016 Q2	–	Sell	-1,123	Closed	-$44K	–	59
2016 Q1	$44K	Buy	1,123 +155	+16%	+$5.8K	0.04%	97
2015 Q4	$38K	Buy	+968	New	+$39.6K	0.03%	100

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Moisand Fitzgerald Tamayo's ACWX Position: Q1 2020 in Review

Moisand Fitzgerald Tamayo sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2020, closing a stake of 1,256 shares — an estimated $62K sold.

Moisand Fitzgerald Tamayo first reported a position in ACWX in Q4 2015 and held it in 12 quarters. The position peaked at $62K in Q4 2019. 288 funds tracked by Wall St. Rank hold ACWX as of Q1 2020.

Moisand Fitzgerald Tamayo reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2020 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 1,256 iShares MSCI ACWI ex US ETF shares in Q1 2020, an estimated $62K.
Moisand Fitzgerald Tamayo first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and held it in 12 quarters.
Moisand Fitzgerald Tamayo's iShares MSCI ACWI ex US ETF position peaked at $62K in Q4 2019.
288 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2020.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2020, filed 13 May 2020.