AWM
ACWX icon

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

Accel 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
2023
Q2 		– Sell
-52
Closed -$2.54K – 178
2023
Q1 		$2.54K Hold
52
– – ﹤0.01% 1081
2022
Q4 		$2.37K Hold
52
– – ﹤0.01% 891
2022
Q3 		$2K Hold
52
– – ﹤0.01% 917
2022
Q2 		$2K Hold
52
– – ﹤0.01% 883
2022
Q1 		$3K Hold
52
– – ﹤0.01% 845
2021
Q4 		$3K Hold
52
– – ﹤0.01% 850
2021
Q3 		$3K Hold
52
– – ﹤0.01% 778
2021
Q2 		$3K Hold
52
– – ﹤0.01% 832
2021
Q1 		$3K Hold
52
– – ﹤0.01% 793
2020
Q4 		$3K Buy
+52
New +$2.58K ﹤0.01% 751

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return