TD Ameritrade Investment Management
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TD Ameritrade Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

TD Ameritrade Investment 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
2014
Q2 		– Sell
-399
Closed -$19K – 84
2014
Q1 		$19K Hold
399
– – ﹤0.01% 92
2013
Q4 		$19K Hold
399
– – ﹤0.01% 90
2013
Q3 		$18K Buy
399
+112
+39% +$4.84K ﹤0.01% 99
2013
Q2 		$12K Buy
+287
New +$12.4K ﹤0.01% 99

Other funds holding ACWX

MCM
Makena Capital Management Menlo Park, California $952M AUM 13.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ronald Blue & Co
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TD Ameritrade Investment Management's ACWX Position: Q2 2014 in Review

TD Ameritrade Investment Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2014, closing a stake of 399 shares — an estimated $19K sold.

TD Ameritrade Investment Management first reported a position in ACWX in Q2 2013 and held it in 4 quarters. The position peaked at $19K in Q1 2014. 122 funds tracked by Wall St. Rank hold ACWX as of Q2 2014.

  • TD Ameritrade Investment Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2014 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 399 iShares MSCI ACWI ex US ETF shares in Q2 2014, an estimated $19K.
  • TD Ameritrade Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and held it in 4 quarters.
  • TD Ameritrade Investment Management's iShares MSCI ACWI ex US ETF position peaked at $19K in Q1 2014.
  • 122 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2014.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.