Reilly Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Reilly Financial Advisors’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 Q3	–	Sell	-23	Closed	-$1K	–	891
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	888
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	910
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	882
2018 Q3	$1K	Hold	23	–	–	﹤0.01%	953
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	942
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	906
2017 Q4	$1K	Hold	23	–	–	﹤0.01%	907
2017 Q3	$1K	Hold	23	–	–	﹤0.01%	930
2017 Q2	$1K	Hold	23	–	–	﹤0.01%	895
2017 Q1	$1K	Hold	23	–	–	﹤0.01%	869
2016 Q4	$1K	Hold	23	–	–	﹤0.01%	785
2016 Q3	$1K	Hold	23	–	–	﹤0.01%	781
2016 Q2	$1K	Buy	+23	New	+$913	﹤0.01%	749
2016 Q1	–	Sell	-23	Closed	-$860	–	1187
2015 Q4	$1K	Hold	23	–	–	﹤0.01%	1119
2015 Q3	$1K	Hold	23	–	–	﹤0.01%	1188
2015 Q2	$1K	Hold	23	–	–	﹤0.01%	1276
2015 Q1	$1K	Buy	+23	New	+$1.01K	﹤0.01%	1227

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Reilly Financial Advisors's ACWX Position: Q3 2019 in Review

Reilly Financial Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2019, closing a stake of 23 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in ACWX in Q1 2015 and held it in 17 quarters. The position peaked at $1K in Q2 2019. 280 funds tracked by Wall St. Rank hold ACWX as of Q3 2019.

Reilly Financial Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2019 after selling out during the quarter.
Reilly Financial Advisors sold 23 iShares MSCI ACWI ex US ETF shares in Q3 2019, an estimated $1K.
Reilly Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2015 and held it in 17 quarters.
Reilly Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $1K in Q2 2019.
280 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.