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Capital Analysts LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Capital Analysts LLC’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 		– Sell
-161
Closed -$9K – 1291
2024
Q3 		$9K Hold
161
– – ﹤0.01% 1038
2024
Q2 		$9K Buy
+161
New +$8.59K ﹤0.01% 962
2021
Q1 		– Sell
-40
Closed -$2K – 1064
2020
Q4 		$2K Buy
+40
New +$1.98K ﹤0.01% 679

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Capital Analysts LLC's ACWX Position: Q4 2024 in Review

Capital Analysts LLC sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2024, closing a stake of 161 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in ACWX in Q4 2020 and held it in 3 quarters. The position peaked at $9K in Q3 2024. 501 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

  • Capital Analysts LLC reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 161 iShares MSCI ACWI ex US ETF shares in Q4 2024, an estimated $9K.
  • Capital Analysts LLC first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 3 quarters.
  • Capital Analysts LLC's iShares MSCI ACWI ex US ETF position peaked at $9K in Q3 2024.
  • 501 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.