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Beaumont Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Beaumont Financial Advisors’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
-15,881
Closed -$843K – 338
2020
Q4 		$843K Buy
+15,881
New +$788K 0.07% 152
2020
Q3 		– Sell
-5,909
Closed -$256K – 309
2020
Q2 		$256K Sell
5,909
-1,592
-21% -$65.1K 0.03% 244
2020
Q1 		$283K Sell
7,501
-154,607
-95% -$6.95M 0.04% 195
2019
Q4 		$7.94M Sell
162,108
-38,481
-19% -$1.84M 0.78% 43
2019
Q3 		$9.24M Sell
200,589
-5,989
-3% -$274K 0.92% 36
2019
Q2 		$9.66M Sell
206,578
-12,237
-6% -$569K 1% 35
2019
Q1 		$10.1M Buy
+218,815
New +$9.86M 1.09% 33
2018
Q4 		– Sell
-373,176
Closed -$17.8M – 197
2018
Q3 		$17.8M Sell
373,176
-1,988
-0.5% -$94.5K 1.77% 22
2018
Q2 		$17.7M Buy
375,164
+76,005
+25% +$3.77M 1.88% 17
2018
Q1 		$14.9M Buy
299,159
+55,450
+23% +$2.82M 1.66% 19
2017
Q4 		$12.2M Buy
243,709
+29,127
+14% +$1.44M 1.43% 29
2017
Q3 		$10.4M Buy
214,582
+16,102
+8% +$760K 1.29% 30
2017
Q2 		$9.05M Buy
198,480
+32,300
+19% +$1.46M 1.17% 30
2017
Q1 		$7.25M Sell
166,180
-19,476
-10% -$825K 0.99% 38
2016
Q4 		$7.48M Buy
185,656
+56,714
+44% +$2.3M 1.13% 29
2016
Q3 		$5.35M Sell
128,942
-11,076
-8% -$451K 0.85% 42
2016
Q2 		$5.46M Buy
140,018
+76,209
+119% +$3.02M 0.9% 45
2016
Q1 		$2.52M Buy
63,809
+58,694
+1,147% +$2.2M 0.41% 69
2015
Q4 		$203K Buy
+5,115
New +$209K 0.03% 117

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

Beaumont Financial Advisors's ACWX Position: Q1 2021 in Review

Beaumont Financial Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2021, closing a stake of 15,881 shares — an estimated $843K sold.

Beaumont Financial Advisors first reported a position in ACWX in Q4 2015 and held it in 19 quarters. The position peaked at $17.8M in Q3 2018. 339 funds tracked by Wall St. Rank hold ACWX as of Q1 2021.

  • Beaumont Financial Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 15,881 iShares MSCI ACWI ex US ETF shares in Q1 2021, an estimated $843K.
  • Beaumont Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and held it in 19 quarters.
  • Beaumont Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $17.8M in Q3 2018.
  • 339 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2021.

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