Boston Financial Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Boston Financial Management’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	$350K	Hold	6,704	–	–	0.01%	275
2024 Q3	$384K	Hold	6,704	–	–	0.01%	267
2024 Q2	$356K	Buy	6,704 +850	+15%	+$45.3K	0.01%	269
2024 Q1	$313K	Hold	5,854	–	–	0.01%	290
2023 Q4	$299K	Hold	5,854	–	–	0.01%	283
2023 Q3	$275K	Hold	5,854	–	–	0.01%	274
2023 Q2	$288K	Hold	5,854	–	–	0.01%	281
2023 Q1	$286K	Hold	5,854	–	–	0.01%	274
2022 Q4	$266K	Sell	5,854 -1,206	-17%	-$52.9K	0.01%	281
2022 Q3	$282K	Sell	7,060 -266	-4%	-$11.8K	0.01%	264
2022 Q2	$330K	Buy	+7,326	New	+$355K	0.01%	240

Other funds holding ACWX

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

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

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

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

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Boston Financial Management's ACWX Position: Q4 2024 in Review

Boston Financial Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q4 2024 at 6,704 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #275.

Boston Financial Management first reported a position in ACWX in Q2 2022 and has held it in 11 quarters since. The position peaked at $384K in Q3 2024. 499 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

Boston Financial Management held 6,704 shares of iShares MSCI ACWI ex US ETF worth $350K as of Q4 2024.
Boston Financial Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q4 2024.
iShares MSCI ACWI ex US ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #275 holding.
Boston Financial Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and has held it in 11 quarters since.
Boston Financial Management's iShares MSCI ACWI ex US ETF position peaked at $384K in Q3 2024.
499 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.