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Ariel Investments’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Ariel 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
2024
Q1 		– Sell
-65,769
Closed -$3.36M – 116
2023
Q4 		$3.36M Sell
65,769
-107,904
-62% -$5.19M 0.03% 99
2023
Q3 		$8.16M Buy
173,673
+39,278
+29% +$1.92M 0.09% 83
2023
Q2 		$6.61M Buy
134,395
+22,232
+20% +$1.09M 0.06% 88
2023
Q1 		$5.47M Sell
112,163
-19,260
-15% -$928K 0.05% 95
2022
Q4 		$5.98M Buy
131,423
+33,458
+34% +$1.47M 0.06% 91
2022
Q3 		$3.92M Hold
97,965
– – 0.04% 98
2022
Q2 		$4.41M Buy
97,965
+59,114
+152% +$2.86M 0.04% 97
2022
Q1 		$2.03M Sell
38,851
-6,651
-15% -$354K 0.02% 99
2021
Q4 		$2.53M Hold
45,502
– – 0.02% 100
2021
Q3 		$2.52M Hold
45,502
– – 0.02% 101
2021
Q2 		$2.62M Hold
45,502
– – 0.02% 99
2021
Q1 		$2.51M Sell
45,502
-12,899
-22% -$713K 0.02% 103
2020
Q4 		$3.1M Buy
58,401
+52,597
+906% +$2.61M 0.03% 113
2020
Q3 		$267K Hold
5,804
– – ﹤0.01% 137
2020
Q2 		$251K Hold
5,804
– – ﹤0.01% 142
2020
Q1 		$219K Sell
5,804
-17,195
-75% -$773K ﹤0.01% 146
2019
Q4 		$1.13M Hold
22,999
– – 0.01% 138
2019
Q3 		$1.06M Hold
22,999
– – 0.01% 138
2019
Q2 		$1.07M Sell
22,999
-207,120
-90% -$9.63M 0.01% 145
2019
Q1 		$10.6M Sell
230,119
-14,803
-6% -$667K 0.13% 107
2018
Q4 		$10.3M Buy
244,922
+13,365
+6% +$589K 0.14% 102
2018
Q3 		$11M Hold
231,557
– – 0.12% 110
2018
Q2 		$10.9M Sell
231,557
-11,397
-5% -$565K 0.12% 110
2018
Q1 		$12.1M Sell
242,954
-58,838
-19% -$2.99M 0.14% 105
2017
Q4 		$15.1M Buy
301,792
+50,232
+20% +$2.48M 0.17% 98
2017
Q3 		$12.2M Hold
251,560
– – 0.14% 104
2017
Q2 		$11.5M Sell
251,560
-9,030
-3% -$408K 0.14% 104
2017
Q1 		$11.4M Sell
260,590
-15,970
-6% -$677K 0.13% 105
2016
Q4 		$11.1M Buy
276,560
+200,046
+261% +$8.1M 0.13% 110
2016
Q3 		$3.17M Buy
76,514
+39,344
+106% +$1.6M 0.04% 164
2016
Q2 		$1.45M Buy
+37,170
New +$1.48M 0.02% 179

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ariel Investments's ACWX Position: Q1 2024 in Review

Ariel Investments sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2024, closing a stake of 65,769 shares — an estimated $3.36M sold.

Ariel Investments first reported a position in ACWX in Q2 2016 and held it in 31 quarters. The position peaked at $15.1M in Q4 2017. 441 funds tracked by Wall St. Rank hold ACWX as of Q1 2024.

  • Ariel Investments reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2024 after selling out during the quarter.
  • Ariel Investments sold 65,769 iShares MSCI ACWI ex US ETF shares in Q1 2024, an estimated $3.36M.
  • Ariel Investments first reported a position in iShares MSCI ACWI ex US ETF in Q2 2016 and held it in 31 quarters.
  • Ariel Investments's iShares MSCI ACWI ex US ETF position peaked at $15.1M in Q4 2017.
  • 441 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2024.

Based on Ariel Investments's 13F filing for Q1 2024, filed 14 May 2024.