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MYCIO Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

MYCIO Wealth Partners’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
-3,960
Closed -$195K – 38
2019
Q4 		$195K Buy
+3,960
New +$189K 0.01% 324
2015
Q1 		– Sell
-44,300
Closed -$1.91M – 652
2014
Q4 		$1.91M Buy
+44,300
New +$1.96M 0.4% 27

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $2.76B AUM 19.4% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

MYCIO Wealth Partners's ACWX Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2020, closing a stake of 3,960 shares — an estimated $195K sold.

MYCIO Wealth Partners first reported a position in ACWX in Q4 2014 and held it in 2 quarters. The position peaked at $1.91M in Q4 2014. 288 funds tracked by Wall St. Rank hold ACWX as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 3,960 iShares MSCI ACWI ex US ETF shares in Q1 2020, an estimated $195K.
  • MYCIO Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2014 and held it in 2 quarters.
  • MYCIO Wealth Partners's iShares MSCI ACWI ex US ETF position peaked at $1.91M in Q4 2014.
  • 288 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.