WJA
ACWX icon

Williams Jones & Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Williams Jones & Associates’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
2018
Q4 		– Sell
-4,200
Closed -$200K – 398
2018
Q3 		$200K Buy
+4,200
New +$200K ﹤0.01% 411

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Williams Jones & Associates's ACWX Position: Q4 2018 in Review

Williams Jones & Associates sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2018, closing a stake of 4,200 shares — an estimated $200K sold.

Williams Jones & Associates first reported a position in ACWX in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 284 funds tracked by Wall St. Rank hold ACWX as of Q4 2018.

  • Williams Jones & Associates reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2018 after selling out during the quarter.
  • Williams Jones & Associates sold 4,200 iShares MSCI ACWI ex US ETF shares in Q4 2018, an estimated $200K.
  • Williams Jones & Associates first reported a position in iShares MSCI ACWI ex US ETF in Q3 2018 and held it in 1 quarter.
  • Williams Jones & Associates's iShares MSCI ACWI ex US ETF position peaked at $200K in Q3 2018.
  • 284 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2018.

Based on Williams Jones & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.