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

Weatherstone 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
2015
Q1 		– Sell
-27,201
Closed -$1.17M – 79
2014
Q4 		$1.17M Buy
+27,201
New +$1.2M 0.68% 28

Other funds holding ACWX

ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
CG
Cleary Gull Milwaukee, Wisconsin $106M AUM
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Weatherstone Capital Management's ACWX Position: Q1 2015 in Review

Weatherstone Capital Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2015, closing a stake of 27,201 shares — an estimated $1.17M sold.

Weatherstone Capital Management first reported a position in ACWX in Q4 2014 and held it in 1 quarter. The position peaked at $1.17M in Q4 2014. 141 funds tracked by Wall St. Rank hold ACWX as of Q1 2015.

  • Weatherstone Capital Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2015 after selling out during the quarter.
  • Weatherstone Capital Management sold 27,201 iShares MSCI ACWI ex US ETF shares in Q1 2015, an estimated $1.17M.
  • Weatherstone Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2014 and held it in 1 quarter.
  • Weatherstone Capital Management's iShares MSCI ACWI ex US ETF position peaked at $1.17M in Q4 2014.
  • 141 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2015.

Based on Weatherstone Capital Management's 13F filing for Q1 2015, filed 13 May 2015.