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American Portfolios Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

American Portfolios 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
2022
Q3 		$1.4K Hold
35
– – ﹤0.01% 3209
2022
Q2 		$1.57K Sell
35
-490
-93% -$23.7K ﹤0.01% 3183
2022
Q1 		$27.4K Hold
525
– – ﹤0.01% 2205
2021
Q4 		$29.2K Sell
525
-41
-7% -$2.31K ﹤0.01% 2149
2021
Q3 		$31.4K Buy
566
+41
+8% +$2.33K ﹤0.01% 2034
2021
Q2 		$30.2K Buy
525
+35
+7% +$2.01K ﹤0.01% 2006
2021
Q1 		$27K Hold
490
– – ﹤0.01% 1903
2020
Q4 		$26K Hold
490
– – ﹤0.01% 1698
2020
Q3 		$22.5K Hold
490
– – ﹤0.01% 1648
2020
Q2 		$21.2K Hold
490
– – ﹤0.01% 1618
2020
Q1 		$18.4K Sell
490
-239
-33% -$10.7K ﹤0.01% 1561
2019
Q4 		$35.8K Sell
729
-962
-57% -$45.9K ﹤0.01% 1480
2019
Q3 		$77.9K Buy
1,691
+1,133
+203% +$51.9K 0.01% 1111
2019
Q2 		$26.1K Buy
558
+68
+14% +$3.16K ﹤0.01% 1560
2019
Q1 		$22.7K Hold
490
– – ﹤0.01% 1549
2018
Q4 		$20.6K Sell
490
-270
-36% -$11.9K ﹤0.01% 1361
2018
Q3 		$36.2K Hold
760
– – ﹤0.01% 1252
2018
Q2 		$35.9K Hold
760
– – ﹤0.01% 1208
2018
Q1 		$37.8K Hold
760
– – 0.01% 1144
2017
Q4 		$38K Buy
+760
New +$37.5K 0.01% 1097

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

American Portfolios Advisors's ACWX Position: Q3 2022 in Review

American Portfolios Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2022 at 35 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3209.

American Portfolios Advisors first reported a position in ACWX in Q4 2017 and has held it in 20 quarters since. The position peaked at $77.9K in Q3 2019. 363 funds tracked by Wall St. Rank hold ACWX as of Q3 2022.

  • American Portfolios Advisors held 35 shares of iShares MSCI ACWI ex US ETF worth $1.4K as of Q3 2022.
  • American Portfolios Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2022.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3209 holding.
  • American Portfolios Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares MSCI ACWI ex US ETF position peaked at $77.9K in Q3 2019.
  • 363 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.