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Advisory Resource Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Advisory Resource Group’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
2022
Q2 		– Sell
-46,923
Closed -$2.45M – 136
2022
Q1 		$2.45M Sell
46,923
-300
-0.6% -$16K 0.76% 37
2021
Q4 		$2.56M Buy
47,223
+1,410
+3% +$79.3K 0.85% 32
2021
Q3 		$2.54M Sell
45,813
-58,279
-56% -$3.32M 0.94% 24
2021
Q2 		$5.99M Sell
104,092
-9,428
-8% -$541K 2.39% 12
2021
Q1 		$6.26M Buy
113,520
+61,781
+119% +$3.41M 2.93% 6
2020
Q4 		$2.74M Buy
51,739
+1,282
+3% +$63.6K 1.36% 15
2020
Q3 		$2.32M Buy
50,457
+376
+0.8% +$17.3K 1.36% 16
2020
Q2 		$2.17M Sell
50,081
-9,935
-17% -$406K 1.34% 12
2020
Q1 		$2.26M Sell
60,016
-29,481
-33% -$1.32M 1.73% 11
2019
Q4 		$4.4M Sell
89,497
-118,942
-57% -$5.67M 2.48% 7
2019
Q3 		$9.6M Sell
208,439
-15,233
-7% -$697K 5.15% 4
2019
Q2 		$10.5M Sell
223,672
-2,063
-0.9% -$95.9K 5.73% 4
2019
Q1 		$10.3M Sell
225,735
-93,181
-29% -$4.2M 5.73% 4
2018
Q4 		$13.4M Buy
+318,916
New +$14.1M 8.21% 4

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Advisory Resource Group's ACWX Position: Q2 2022 in Review

Advisory Resource Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2022, closing a stake of 46,923 shares — an estimated $2.45M sold.

Advisory Resource Group first reported a position in ACWX in Q4 2018 and held it in 14 quarters. The position peaked at $13.4M in Q4 2018. 392 funds tracked by Wall St. Rank hold ACWX as of Q2 2022.

  • Advisory Resource Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2022 after selling out during the quarter.
  • Advisory Resource Group sold 46,923 iShares MSCI ACWI ex US ETF shares in Q2 2022, an estimated $2.45M.
  • Advisory Resource Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 14 quarters.
  • Advisory Resource Group's iShares MSCI ACWI ex US ETF position peaked at $13.4M in Q4 2018.
  • 392 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2022.

Based on Advisory Resource Group's 13F filing for Q2 2022, filed 21 Jul 2022.