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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Accel Wealth Management's ACWX Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2023, closing a stake of 52 shares — an estimated $2.54K sold.

Accel Wealth Management first reported a position in ACWX in Q4 2020 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 415 funds tracked by Wall St. Rank hold ACWX as of Q2 2023.

Accel Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 52 iShares MSCI ACWI ex US ETF shares in Q2 2023, an estimated $2.54K.
Accel Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $3K in Q1 2022.
415 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.