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AMJ Financial Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

AMJ Financial Wealth Management’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
2023
Q4 		– Sell
-7,659
Closed -$360K – 70
2023
Q3 		$360K Sell
7,659
-14,757
-66% -$722K 0.17% 54
2023
Q2 		$1.1M Buy
22,416
+8,644
+63% +$426K 0.48% 43
2023
Q1 		$672K Buy
13,772
+8,929
+184% +$430K 0.43% 36
2022
Q4 		$220K Buy
+4,843
New +$212K 0.13% 54

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

AMJ Financial Wealth Management's ACWX Position: Q4 2023 in Review

AMJ Financial Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2023, closing a stake of 7,659 shares — an estimated $360K sold.

AMJ Financial Wealth Management first reported a position in ACWX in Q4 2022 and held it in 4 quarters. The position peaked at $1.1M in Q2 2023. 458 funds tracked by Wall St. Rank hold ACWX as of Q4 2023.

  • AMJ Financial Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 7,659 iShares MSCI ACWI ex US ETF shares in Q4 2023, an estimated $360K.
  • AMJ Financial Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 4 quarters.
  • AMJ Financial Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $1.1M in Q2 2023.
  • 458 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.