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

TCI 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
2020 Q1	–	Sell	-56	Closed	-$3K	–	1444
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	986
2019 Q3	$3K	Hold	56	–	–	﹤0.01%	920
2019 Q2	$3K	Hold	56	–	–	﹤0.01%	866
2019 Q1	$3K	Hold	56	–	–	﹤0.01%	887
2018 Q4	$2K	Hold	56	–	–	﹤0.01%	952
2018 Q3	$3K	Buy	+56	New	+$2.66K	﹤0.01%	889

Other funds holding ACWX

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ANTB

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

JFGIW

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

TCI Wealth Advisors's ACWX Position: Q1 2020 in Review

TCI Wealth Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2020, closing a stake of 56 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in ACWX in Q3 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 288 funds tracked by Wall St. Rank hold ACWX as of Q1 2020.

TCI Wealth Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 56 iShares MSCI ACWI ex US ETF shares in Q1 2020, an estimated $3K.
TCI Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2018 and held it in 6 quarters.
TCI Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $3K in Q4 2019.
288 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.