PO
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Private Ocean’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Private Ocean’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
2015
Q4 		– Sell
-9,885
Closed -$101K – 178
2015
Q3 		$101K Sell
9,885
-2,230
-18% -$93.8K 0.07% 68
2015
Q2 		$141K Hold
12,115
– – 0.1% 50
2015
Q1 		$140K Hold
12,115
– – 0.1% 53
2014
Q4 		$134K Buy
12,115
+1
+0% +$44 0.1% 59
2014
Q3 		$141K Hold
12,114
– – 0.1% 65
2014
Q2 		$149K Hold
12,114
– – 0.11% 67
2014
Q1 		$141K Hold
12,114
– – 0.1% 72
2013
Q4 		$141K Buy
+12,114
New +$556K 0.11% 60

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return