9258 Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

9258 Wealth 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
2024 Q3	$532K	Hold	9,305	–	–	0.08%	192
2024 Q2	$494K	Buy	9,305 +1,449	+18%	+$77.3K	0.08%	189
2024 Q1	$419K	Sell	7,856 -134	-2%	-$6.88K	0.07%	221
2023 Q4	$408K	Sell	7,990 -3,969	-33%	-$191K	0.07%	208
2023 Q3	$562K	Hold	11,959	–	–	0.11%	164
2023 Q2	$589K	Sell	11,959 -1,722	-13%	-$84.8K	0.11%	160
2023 Q1	$667K	Hold	13,681	–	–	0.13%	141
2022 Q4	$622K	Sell	13,681 -886	-6%	-$38.9K	0.13%	147
2022 Q3	$583K	Sell	14,567 -3,147	-18%	-$140K	0.15%	148
2022 Q2	$797K	Sell	17,714 -1,156	-6%	-$56K	0.2%	114
2022 Q1	$986K	Buy	18,870 +5,861	+45%	+$312K	0.23%	102
2021 Q4	$723K	Buy	+13,009	New	+$732K	0.17%	141

Other funds holding ACWX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

9258 Wealth Management's ACWX Position: Q3 2024 in Review

9258 Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2024 at 9,305 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #192.

9258 Wealth Management first reported a position in ACWX in Q4 2021 and has held it in 12 quarters since. The position peaked at $986K in Q1 2022. 457 funds tracked by Wall St. Rank hold ACWX as of Q3 2024.

9258 Wealth Management held 9,305 shares of iShares MSCI ACWI ex US ETF worth $532K as of Q3 2024.
9258 Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2024.
iShares MSCI ACWI ex US ETF made up 0.08% of 9258 Wealth Management's portfolio in Q3 2024, its #192 holding.
9258 Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 12 quarters since.
9258 Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $986K in Q1 2022.
457 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.