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

WFG 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
2015
Q1 		– Sell
-355
Closed -$15K – 1752
2014
Q4 		$15K Sell
355
-1,060
-75% -$46.9K ﹤0.01% 1319
2014
Q3 		$64K Hold
1,415
– – 0.01% 825
2014
Q2 		$68K Hold
1,415
– – 0.01% 794
2014
Q1 		$66K Hold
1,415
– – 0.01% 789
2013
Q4 		$66K Buy
1,415
+39
+3% +$1.79K 0.01% 890
2013
Q3 		$62K Buy
1,376
+86
+7% +$3.72K 0.01% 840
2013
Q2 		$53K Buy
+1,290
New +$55.7K 0.01% 861

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

WFG Advisors's ACWX Position: Q1 2015 in Review

WFG Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2015, closing a stake of 355 shares — an estimated $15K sold.

WFG Advisors first reported a position in ACWX in Q2 2013 and held it in 7 quarters. The position peaked at $68K in Q2 2014. 141 funds tracked by Wall St. Rank hold ACWX as of Q1 2015.

  • WFG Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 355 iShares MSCI ACWI ex US ETF shares in Q1 2015, an estimated $15K.
  • WFG Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's iShares MSCI ACWI ex US ETF position peaked at $68K in Q2 2014.
  • 141 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.