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West Coast Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

West Coast Asset 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
Q3 		$61.4K Hold
1,350
– – 0.11% 18
2014
Q2 		$64.8K Buy
+1,350
New +$64.4K 0.11% 18

Other funds holding ACWX

MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

West Coast Asset Management's ACWX Position: Q3 2014 in Review

West Coast Asset Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2014 at 1,350 shares worth $61.4K. The position accounts for 0.11% of the portfolio, ranked #18.

West Coast Asset Management first reported a position in ACWX in Q2 2014 and has held it in 2 quarters since. The position peaked at $64.8K in Q2 2014. 126 funds tracked by Wall St. Rank hold ACWX as of Q3 2014.

  • West Coast Asset Management held 1,350 shares of iShares MSCI ACWI ex US ETF worth $61.4K as of Q3 2014.
  • West Coast Asset Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2014.
  • iShares MSCI ACWI ex US ETF made up 0.11% of West Coast Asset Management's portfolio in Q3 2014, its #18 holding.
  • West Coast Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2014 and has held it in 2 quarters since.
  • West Coast Asset Management's iShares MSCI ACWI ex US ETF position peaked at $64.8K in Q2 2014.
  • 126 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2014.

Based on West Coast Asset Management's 13F filing for Q3 2014, filed 14 Oct 2014.