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Moody Lynn & Lieberson’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Moody Lynn & Lieberson’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
Q1 		– Sell
-4,000
Closed -$211K – 197
2017
Q4 		$211K Buy
+4,000
New +$197K 0.02% 203

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Moody Lynn & Lieberson's ACWX Position: Q1 2018 in Review

Moody Lynn & Lieberson sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2018, closing a stake of 4,000 shares — an estimated $211K sold.

Moody Lynn & Lieberson first reported a position in ACWX in Q4 2017 and held it in 1 quarter. The position peaked at $211K in Q4 2017. 235 funds tracked by Wall St. Rank hold ACWX as of Q1 2018.

  • Moody Lynn & Lieberson reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2018 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 4,000 iShares MSCI ACWI ex US ETF shares in Q1 2018, an estimated $211K.
  • Moody Lynn & Lieberson first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and held it in 1 quarter.
  • Moody Lynn & Lieberson's iShares MSCI ACWI ex US ETF position peaked at $211K in Q4 2017.
  • 235 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2018.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2018, filed 27 Apr 2018.