Peak Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Peak Capital Management’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 Q4	–	Sell	-13	Closed	-$1K	–	36
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	53
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	163
2018 Q1	$1K	Buy	+13	New	+$661	﹤0.01%	56

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ANTB

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Peak Capital Management's ACWX Position: Q4 2018 in Review

Peak Capital Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2018, closing a stake of 13 shares — an estimated $1K sold.

Peak Capital Management first reported a position in ACWX in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 284 funds tracked by Wall St. Rank hold ACWX as of Q4 2018.

Peak Capital Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2018 after selling out during the quarter.
Peak Capital Management sold 13 iShares MSCI ACWI ex US ETF shares in Q4 2018, an estimated $1K.
Peak Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2018 and held it in 3 quarters.
Peak Capital Management's iShares MSCI ACWI ex US ETF position peaked at $1K in Q3 2018.
284 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.