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Retirement Design & Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Retirement Design & 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
2016
Q1 		– Sell
-279,580
Closed -$11.1M – 67
2015
Q4 		$11.1M Buy
+279,580
New +$11.4M 6.18% 3

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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Retirement Design & Management's ACWX Position: Q1 2016 in Review

Retirement Design & Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2016, closing a stake of 279,580 shares — an estimated $11.1M sold.

Retirement Design & Management first reported a position in ACWX in Q4 2015 and held it in 1 quarter. The position peaked at $11.1M in Q4 2015. 176 funds tracked by Wall St. Rank hold ACWX as of Q1 2016.

  • Retirement Design & Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2016 after selling out during the quarter.
  • Retirement Design & Management sold 279,580 iShares MSCI ACWI ex US ETF shares in Q1 2016, an estimated $11.1M.
  • Retirement Design & Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and held it in 1 quarter.
  • Retirement Design & Management's iShares MSCI ACWI ex US ETF position peaked at $11.1M in Q4 2015.
  • 176 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2016.

Based on Retirement Design & Management's 13F filing for Q1 2016, filed 12 May 2016.