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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
2016
Q2 		– Sell
-23
Closed -$1K – 795
2016
Q1 		$1K Buy
+23
New +$860 ﹤0.01% 1109

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
V
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.