ACI
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Alpha Cubed Investments’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Alpha Cubed Investments’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
-9,168
Closed -$479K – 316
2022
Q1 		$479K Sell
9,168
-2,231
-20% -$119K 0.03% 196
2021
Q4 		$634K Sell
11,399
-298
-3% -$16.8K 0.04% 152
2021
Q3 		$648K Sell
11,697
-33,610
-74% -$1.91M 0.05% 142
2021
Q2 		$2.61M Sell
45,307
-540
-1% -$31K 0.19% 80
2021
Q1 		$2.53M Buy
45,847
+25,209
+122% +$1.39M 0.2% 82
2020
Q4 		$1.09M Sell
20,638
-197
-0.9% -$9.77K 0.09% 110
2020
Q3 		$958K Sell
20,835
-190
-0.9% -$8.76K 0.09% 102
2020
Q2 		$909K Sell
21,025
-2,124
-9% -$86.8K 0.1% 88
2020
Q1 		$872K Buy
+23,149
New +$1.04M 0.1% 87

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 $5.7T AUM 30.48% 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
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