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Avantax Planning Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Avantax Planning Partners’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
-4,114
Closed -$215K – 344
2022
Q1 		$215K Sell
4,114
-1,975
-32% -$105K 0.01% 333
2021
Q4 		$339K Hold
6,089
– – 0.01% 260
2021
Q3 		$337K Hold
6,089
– – 0.02% 238
2021
Q2 		$350K Hold
6,089
– – 0.02% 237
2021
Q1 		$336K Hold
6,089
– – 0.02% 228
2020
Q4 		$323K Sell
6,089
-43
-0.7% -$2.13K 0.02% 208
2020
Q3 		$282K Buy
+6,132
New +$283K 0.01% 234

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Avantax Planning Partners's ACWX Position: Q2 2022 in Review

Avantax Planning Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2022, closing a stake of 4,114 shares — an estimated $215K sold.

Avantax Planning Partners first reported a position in ACWX in Q3 2020 and held it in 7 quarters. The position peaked at $350K in Q2 2021. 393 funds tracked by Wall St. Rank hold ACWX as of Q2 2022.

  • Avantax Planning Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 4,114 iShares MSCI ACWI ex US ETF shares in Q2 2022, an estimated $215K.
  • Avantax Planning Partners first reported a position in iShares MSCI ACWI ex US ETF in Q3 2020 and held it in 7 quarters.
  • Avantax Planning Partners's iShares MSCI ACWI ex US ETF position peaked at $350K in Q2 2021.
  • 393 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2022.

Based on Avantax Planning Partners's 13F filing for Q2 2022, filed 18 Jul 2022.