Brickley Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Brickley Wealth 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
2022 Q1	–	Sell	-4,648	Closed	-$258K	–	46
2021 Q4	$258K	Buy	4,648 +319	+7%	+$17.9K	0.06%	41
2021 Q3	$240K	Hold	4,329	–	–	0.06%	40
2021 Q2	$249K	Hold	4,329	–	–	0.06%	39
2021 Q1	$239K	Sell	4,329 -393	-8%	-$21.7K	0.06%	39
2020 Q4	$250K	Sell	4,722 -391	-8%	-$19.4K	0.07%	36
2020 Q3	$240K	Hold	5,113	–	–	0.07%	33
2020 Q2	$221K	Buy	+5,113	New	+$209K	0.07%	34
2020 Q1	–	Sell	-8,205	Closed	-$403K	–	37
2019 Q4	$403K	Buy	8,205 +1,369	+20%	+$65.3K	0.15%	32
2019 Q3	$315K	Sell	6,836 -325	-5%	-$14.9K	0.13%	34
2019 Q2	$335K	Hold	7,161	–	–	0.14%	31
2019 Q1	$331K	Buy	7,161 +222	+3%	+$10K	0.15%	31
2018 Q4	$291K	Hold	6,939	–	–	0.14%	33
2018 Q3	$331K	Buy	+6,939	New	+$330K	0.16%	34

Other funds holding ACWX

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

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

JFGIW

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

RFC

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

GAB

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

Brickley Wealth Management's ACWX Position: Q1 2022 in Review

Brickley Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2022, closing a stake of 4,648 shares — an estimated $258K sold.

Brickley Wealth Management first reported a position in ACWX in Q3 2018 and held it in 13 quarters. The position peaked at $403K in Q4 2019. 404 funds tracked by Wall St. Rank hold ACWX as of Q1 2022.

Brickley Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2022 after selling out during the quarter.
Brickley Wealth Management sold 4,648 iShares MSCI ACWI ex US ETF shares in Q1 2022, an estimated $258K.
Brickley Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2018 and held it in 13 quarters.
Brickley Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $403K in Q4 2019.
404 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2022.

Based on Brickley Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.