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Bivin & Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bivin & Associates’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
2022
Q2 		$37K Hold
830
– – 0.04% 81
2022
Q1 		$43K Sell
830
-12,995
-94% -$692K 0.04% 84
2021
Q4 		$769K Buy
+13,825
New +$778K 0.67% 42

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Bivin & Associates's ACWX Position: Q2 2022 in Review

Bivin & Associates held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2022 at 830 shares worth $37K. The position accounts for 0.04% of the portfolio, ranked #81.

Bivin & Associates first reported a position in ACWX in Q4 2021 and has held it in 3 quarters since. The position peaked at $769K in Q4 2021. 392 funds tracked by Wall St. Rank hold ACWX as of Q2 2022.

  • Bivin & Associates held 830 shares of iShares MSCI ACWI ex US ETF worth $37K as of Q2 2022.
  • Bivin & Associates left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2022.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Bivin & Associates's portfolio in Q2 2022, its #81 holding.
  • Bivin & Associates first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares MSCI ACWI ex US ETF position peaked at $769K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.