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Berger Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Berger Financial Group’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
Q4 		– Sell
-3,885
Closed -$222K – 412
2024
Q3 		$222K Sell
3,885
-113
-3% -$6.16K 0.02% 363
2024
Q2 		$212K Sell
3,998
-254
-6% -$13.5K 0.02% 349
2024
Q1 		$227K Buy
4,252
+268
+7% +$13.8K 0.02% 330
2023
Q4 		$203K Buy
+3,984
New +$192K 0.02% 296
2023
Q1 		– Sell
-6,509
Closed -$296K – 270
2022
Q4 		$296K Buy
+6,509
New +$285K 0.04% 201

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Berger Financial Group's ACWX Position: Q4 2024 in Review

Berger Financial Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2024, closing a stake of 3,885 shares — an estimated $222K sold.

Berger Financial Group first reported a position in ACWX in Q4 2022 and held it in 5 quarters. The position peaked at $296K in Q4 2022. 498 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

  • Berger Financial Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2024 after selling out during the quarter.
  • Berger Financial Group sold 3,885 iShares MSCI ACWI ex US ETF shares in Q4 2024, an estimated $222K.
  • Berger Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 5 quarters.
  • Berger Financial Group's iShares MSCI ACWI ex US ETF position peaked at $296K in Q4 2022.
  • 498 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on Berger Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.