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Almanack Investment Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-6,231
Closed -$250K – 178
2022
Q3 		$250K Buy
+6,231
New +$277K 0.05% 120
2022
Q2 		– Sell
-5,574
Closed -$291K – 464
2022
Q1 		$291K Sell
5,574
-1,022
-15% -$54.4K 0.03% 367
2021
Q4 		$367K Buy
6,596
+2,089
+46% +$118K 0.03% 327
2021
Q3 		$250K Buy
+4,507
New +$257K 0.02% 415
2019
Q3 		– Sell
-3,950
Closed -$185K – 234
2019
Q2 		$185K Buy
+3,950
New +$184K 0.04% 188

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Almanack Investment Partners's ACWX Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2022, closing a stake of 6,231 shares — an estimated $250K sold.

Almanack Investment Partners first reported a position in ACWX in Q2 2019 and held it in 5 quarters. The position peaked at $367K in Q4 2021. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 6,231 iShares MSCI ACWI ex US ETF shares in Q4 2022, an estimated $250K.
  • Almanack Investment Partners first reported a position in iShares MSCI ACWI ex US ETF in Q2 2019 and held it in 5 quarters.
  • Almanack Investment Partners's iShares MSCI ACWI ex US ETF position peaked at $367K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.