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

WP 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
2019 Q2	–	Sell	-525	Closed	-$243	–	64
2019 Q1	$243	Buy	+525	New	+$23.6K	0.03%	162
2018 Q4	–	Sell	-520	Closed	-$25K	–	64
2018 Q3	$25K	Hold	520	–	–	0.02%	164
2018 Q2	$25K	Buy	+520	New	+$25.8K	0.02%	173

Other funds holding ACWX

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

WP Advisors's ACWX Position: Q2 2019 in Review

WP Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2019, closing a stake of 525 shares — an estimated $243 sold.

WP Advisors first reported a position in ACWX in Q2 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 280 funds tracked by Wall St. Rank hold ACWX as of Q2 2019.

WP Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 525 iShares MSCI ACWI ex US ETF shares in Q2 2019, an estimated $243.
WP Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2018 and held it in 3 quarters.
WP Advisors's iShares MSCI ACWI ex US ETF position peaked at $25K in Q3 2018.
280 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.