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

Accuvest Global 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
2020
Q4 		– Sell
-8,121
Closed -$373K – 36
2020
Q3 		$373K Sell
8,121
-254
-3% -$11.7K 1.22% 17
2020
Q2 		$362K Buy
8,375
+410
+5% +$16.8K 0.95% 28
2020
Q1 		$300K Sell
7,965
-38,414
-83% -$1.73M 0.95% 25
2019
Q4 		$2.28M Sell
46,379
-4,314
-9% -$206K 4.75% 5
2019
Q3 		$2.33M Sell
50,693
-12,354
-20% -$566K 4.73% 3
2019
Q2 		$2.95M Buy
63,047
+75
+0.1% +$3.49K 1.72% 11
2019
Q1 		$2.91M Sell
62,972
-8,692
-12% -$392K 1.58% 10
2018
Q4 		$3.01M Buy
71,664
+65
+0.1% +$2.87K 1.56% 10
2018
Q3 		$3.42M Buy
71,599
+320
+0.4% +$15.2K 1.27% 14
2018
Q2 		$3.37M Buy
71,279
+17,160
+32% +$850K 1.3% 18
2018
Q1 		$2.69M Buy
54,119
+920
+2% +$46.8K 1.99% 12
2017
Q4 		$2.66M Sell
53,199
-5,967
-10% -$294K 1.95% 16
2017
Q3 		$2.86M Sell
59,166
-179,258
-75% -$8.46M 2.44% 14
2017
Q2 		$10.9M Sell
238,424
-10,736
-4% -$485K 3.61% 9
2017
Q1 		$10.9M Buy
249,160
+137,315
+123% +$5.82M 3.48% 7
2016
Q4 		$4.5M Buy
111,845
+87,645
+362% +$3.55M 4.08% 7
2016
Q3 		$1M Buy
+24,200
New +$985K 0.28% 36
2014
Q1 		– Sell
-13,960
Closed -$652K – 65
2013
Q4 		$652K Buy
+13,960
New +$641K 0.15% 49

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Accuvest Global Advisors's ACWX Position: Q4 2020 in Review

Accuvest Global Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2020, closing a stake of 8,121 shares — an estimated $373K sold.

Accuvest Global Advisors first reported a position in ACWX in Q4 2013 and held it in 18 quarters. The position peaked at $10.9M in Q2 2017. 334 funds tracked by Wall St. Rank hold ACWX as of Q4 2020.

  • Accuvest Global Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2020 after selling out during the quarter.
  • Accuvest Global Advisors sold 8,121 iShares MSCI ACWI ex US ETF shares in Q4 2020, an estimated $373K.
  • Accuvest Global Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2013 and held it in 18 quarters.
  • Accuvest Global Advisors's iShares MSCI ACWI ex US ETF position peaked at $10.9M in Q2 2017.
  • 334 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2020.

Based on Accuvest Global Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.