BCM
ACWX icon

Beaumont Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Beaumont Capital 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
2021
Q1 		– Sell
-4,142
Closed -$220K – 30
2020
Q4 		$220K Buy
+4,142
New +$205K 0.22% 29

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Beaumont Capital Management's ACWX Position: Q1 2021 in Review

Beaumont Capital Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2021, closing a stake of 4,142 shares — an estimated $220K sold.

Beaumont Capital Management first reported a position in ACWX in Q4 2020 and held it in 1 quarter. The position peaked at $220K in Q4 2020. 339 funds tracked by Wall St. Rank hold ACWX as of Q1 2021.

  • Beaumont Capital Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2021 after selling out during the quarter.
  • Beaumont Capital Management sold 4,142 iShares MSCI ACWI ex US ETF shares in Q1 2021, an estimated $220K.
  • Beaumont Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 1 quarter.
  • Beaumont Capital Management's iShares MSCI ACWI ex US ETF position peaked at $220K in Q4 2020.
  • 339 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2021.

Based on Beaumont Capital Management's 13F filing for Q1 2021, filed 4 May 2021.