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MSI Financial Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

MSI Financial Services’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
2016
Q4 		$476K Buy
11,815
+3,352
+40% +$136K 0.02% 713
2016
Q3 		$352K Buy
8,463
+4,913
+138% +$200K 0.01% 813
2016
Q2 		$139K Sell
3,550
-266
-7% -$10.6K 0.01% 1221
2016
Q1 		$151K Buy
3,816
+132
+4% +$4.94K 0.01% 1118
2015
Q4 		$146K Buy
+3,684
New +$151K 0.01% 1089

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MSI Financial Services's ACWX Position: Q4 2016 in Review

MSI Financial Services increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 40% in Q4 2016, buying an estimated $136K and bringing the position to 11,815 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #713.

MSI Financial Services first reported a position in ACWX in Q4 2015 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold ACWX as of Q4 2016.

  • MSI Financial Services held 11,815 shares of iShares MSCI ACWI ex US ETF worth $476K as of Q4 2016.
  • MSI Financial Services bought 3,352 iShares MSCI ACWI ex US ETF shares in Q4 2016, an estimated $136K.
  • iShares MSCI ACWI ex US ETF made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #713 holding.
  • MSI Financial Services first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and has held it in 5 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.