WealthBridge Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

WealthBridge Capital 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
2020 Q1	–	Sell	-7,581	Closed	-$372K	–	117
2019 Q4	$372K	Buy	7,581 +1,921	+34%	+$91.6K	0.24%	85
2019 Q3	$261K	Sell	5,660 -2,662	-32%	-$122K	0.19%	95
2019 Q2	$349K	Buy	8,322 +810	+11%	+$37.6K	0.32%	70
2019 Q1	$345K	Sell	7,512 -810	-10%	-$36.5K	0.22%	76
2018 Q4	$349K	Buy	+8,322	New	+$367K	0.27%	70

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

WealthBridge Capital Management's ACWX Position: Q1 2020 in Review

WealthBridge Capital Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2020, closing a stake of 7,581 shares — an estimated $372K sold.

WealthBridge Capital Management first reported a position in ACWX in Q4 2018 and held it in 5 quarters. The position peaked at $372K in Q4 2019. 288 funds tracked by Wall St. Rank hold ACWX as of Q1 2020.

WealthBridge Capital Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2020 after selling out during the quarter.
WealthBridge Capital Management sold 7,581 iShares MSCI ACWI ex US ETF shares in Q1 2020, an estimated $372K.
WealthBridge Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 5 quarters.
WealthBridge Capital Management's iShares MSCI ACWI ex US ETF position peaked at $372K in Q4 2019.
288 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2020.

Based on WealthBridge Capital Management's 13F filing for Q1 2020, filed 15 May 2020.