Patten Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-151	Closed	-$6K	–	198
2018 Q4	$6K	Hold	151	–	–	﹤0.01%	466
2018 Q3	$7K	Hold	151	–	–	﹤0.01%	560
2018 Q2	$7K	Hold	151	–	–	﹤0.01%	536
2018 Q1	$8K	Hold	151	–	–	﹤0.01%	478
2017 Q4	$8K	Hold	151	–	–	﹤0.01%	503
2017 Q3	$7K	Hold	151	–	–	﹤0.01%	508
2017 Q2	$7K	Hold	151	–	–	﹤0.01%	524
2017 Q1	$7K	Hold	151	–	–	﹤0.01%	496
2016 Q4	$6K	Hold	151	–	–	﹤0.01%	504
2016 Q3	$6.12K	Hold	151	–	–	﹤0.01%	516
2016 Q2	$5.88K	Hold	151	–	–	﹤0.01%	507
2016 Q1	$5.96K	Hold	151	–	–	﹤0.01%	523
2015 Q4	$5.98K	Hold	151	–	–	﹤0.01%	543
2015 Q3	$5.9K	Buy	+151	New	+$6.35K	﹤0.01%	481

Other funds holding ACWX

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return