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Beverly Hills Private Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Beverly Hills Private Wealth’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
Q1 		– Sell
-7,716
Closed -$394K – 360
2023
Q4 		$394K Buy
+7,716
New +$371K 0.1% 208

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beverly Hills Private Wealth's ACWX Position: Q1 2024 in Review

Beverly Hills Private Wealth sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2024, closing a stake of 7,716 shares — an estimated $394K sold.

Beverly Hills Private Wealth first reported a position in ACWX in Q4 2023 and held it in 1 quarter. The position peaked at $394K in Q4 2023. 440 funds tracked by Wall St. Rank hold ACWX as of Q1 2024.

  • Beverly Hills Private Wealth reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 7,716 iShares MSCI ACWI ex US ETF shares in Q1 2024, an estimated $394K.
  • Beverly Hills Private Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's iShares MSCI ACWI ex US ETF position peaked at $394K in Q4 2023.
  • 440 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.