Berman Capital Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Berman Capital 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 Q3	$1.43M	Hold	25,758	–	–	0.22%	56
2021 Q2	$1.48M	Buy	25,758 +159	+0.6%	+$9.13K	0.24%	52
2021 Q1	$1.41M	Hold	25,599	–	–	0.3%	45
2020 Q4	$1.36M	Buy	25,599 +140	+0.5%	+$6.94K	0.32%	43
2020 Q3	$1.17M	Hold	25,459	–	–	0.33%	41
2020 Q2	$1.1M	Sell	25,459 -6,020	-19%	-$246K	0.29%	44
2020 Q1	$1.19M	Sell	31,479 -1	-0%	-$45	0.38%	32
2019 Q4	$1.55M	Sell	31,480 -488	-2%	-$23.3K	0.45%	29
2019 Q3	$1.47M	Hold	31,968	–	–	0.46%	29
2019 Q2	$1.49M	Buy	31,968 +6,520	+26%	+$303K	0.48%	28
2019 Q1	$1.18M	Buy	25,448 +13	+0.1%	+$586	0.39%	30
2018 Q4	$1.07M	Sell	25,435 -10,955	-30%	-$483K	0.42%	31
2018 Q3	$1.74M	Buy	36,390 +6,360	+21%	+$302K	0.73%	21
2018 Q2	$1.42M	Buy	30,030 +453	+2%	+$22.4K	0.49%	28
2018 Q1	$1.47M	Sell	29,577 -91	-0.3%	-$4.63K	0.56%	31
2017 Q4	$1.48M	Buy	+29,668	New	+$1.46M	0.49%	35

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Berman Capital Advisors's ACWX Position: Q3 2021 in Review

Berman Capital Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2021 at 25,758 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #56.

Berman Capital Advisors first reported a position in ACWX in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.74M in Q3 2018. 357 funds tracked by Wall St. Rank hold ACWX as of Q3 2021.

Berman Capital Advisors held 25,758 shares of iShares MSCI ACWI ex US ETF worth $1.43M as of Q3 2021.
Berman Capital Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2021.
iShares MSCI ACWI ex US ETF made up 0.22% of Berman Capital Advisors's portfolio in Q3 2021, its #56 holding.
Berman Capital Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.74M in Q3 2018.
357 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.