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Ropes Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-2,000
Closed -$84K – 507
2018
Q4 		$84K Hold
2,000
– – 0.02% 270
2018
Q3 		$95K Hold
2,000
– – 0.02% 281
2018
Q2 		$95K Hold
2,000
– – 0.03% 292
2018
Q1 		$99K Buy
+2,000
New +$102K 0.03% 271

Other funds holding ACWX

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Ropes Wealth Advisors's ACWX Position: Q1 2019 in Review

Ropes Wealth Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2019, closing a stake of 2,000 shares — an estimated $84K sold.

Ropes Wealth Advisors first reported a position in ACWX in Q1 2018 and held it in 4 quarters. The position peaked at $99K in Q1 2018. 290 funds tracked by Wall St. Rank hold ACWX as of Q1 2019.

  • Ropes Wealth Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,000 iShares MSCI ACWI ex US ETF shares in Q1 2019, an estimated $84K.
  • Ropes Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2018 and held it in 4 quarters.
  • Ropes Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $99K in Q1 2018.
  • 290 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2019.

Based on Ropes Wealth Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.