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Atlanta Financial Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Atlanta Financial Associates’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
2021
Q1 		$1.21M Hold
22,753
– – 0.56% 17
2020
Q4 		$1.21M Hold
22,753
– – 0.56% 17
2020
Q3 		$1.05M Hold
22,753
– – 0.54% 17
2020
Q2 		$984K Sell
22,753
-16,312
-42% -$667K 0.55% 18
2020
Q1 		$1.47M Buy
+39,065
New +$1.76M 1.16% 12

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Atlanta Financial Associates's ACWX Position: Q1 2021 in Review

Atlanta Financial Associates held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2021 at 22,753 shares worth $1.21M. The position accounts for 0.56% of the portfolio, ranked #17.

Atlanta Financial Associates first reported a position in ACWX in Q1 2020 and has held it in 5 quarters since. The position peaked at $1.47M in Q1 2020. 339 funds tracked by Wall St. Rank hold ACWX as of Q1 2021.

  • Atlanta Financial Associates held 22,753 shares of iShares MSCI ACWI ex US ETF worth $1.21M as of Q1 2021.
  • Atlanta Financial Associates left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2021.
  • iShares MSCI ACWI ex US ETF made up 0.56% of Atlanta Financial Associates's portfolio in Q1 2021, its #17 holding.
  • Atlanta Financial Associates first reported a position in iShares MSCI ACWI ex US ETF in Q1 2020 and has held it in 5 quarters since.
  • Atlanta Financial Associates's iShares MSCI ACWI ex US ETF position peaked at $1.47M in Q1 2020.
  • 339 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.