Blue Chip Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Blue Chip Partners’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 Q4	–	Sell	-2,931	Closed	-$117K	–	173
2022 Q3	$117K	Buy	+2,931	New	+$130K	0.02%	151
2020 Q2	–	Sell	-9,095	Closed	-$342K	–	132
2020 Q1	$342K	Sell	9,095 -568	-6%	-$25.5K	0.09%	79
2019 Q4	$475K	Buy	9,663 +146	+2%	+$6.96K	0.09%	90
2019 Q3	$438K	Hold	9,517	–	–	0.09%	89
2019 Q2	$445K	Buy	9,517 +157	+2%	+$7.3K	0.1%	89
2019 Q1	$433K	Buy	9,360 +140	+2%	+$6.31K	0.1%	92
2018 Q4	$387K	Buy	+9,220	New	+$407K	0.1%	104

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Blue Chip Partners's ACWX Position: Q4 2022 in Review

Blue Chip Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2022, closing a stake of 2,931 shares — an estimated $117K sold.

Blue Chip Partners first reported a position in ACWX in Q4 2018 and held it in 7 quarters. The position peaked at $475K in Q4 2019. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

Blue Chip Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2022 after selling out during the quarter.
Blue Chip Partners sold 2,931 iShares MSCI ACWI ex US ETF shares in Q4 2022, an estimated $117K.
Blue Chip Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 7 quarters.
Blue Chip Partners's iShares MSCI ACWI ex US ETF position peaked at $475K in Q4 2019.
422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on Blue Chip Partners's 13F filing for Q4 2022, filed 1 Feb 2023.