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Cardinal Point Wealth Management Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cardinal Point Wealth Management 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
Q1 		– Sell
-3,732
Closed -$208K – 52
2021
Q4 		$208K Buy
+3,732
New +$210K 0.09% 47

Other funds holding ACWX

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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

Cardinal Point Wealth Management Partners's ACWX Position: Q1 2022 in Review

Cardinal Point Wealth Management Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2022, closing a stake of 3,732 shares — an estimated $208K sold.

Cardinal Point Wealth Management Partners first reported a position in ACWX in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 403 funds tracked by Wall St. Rank hold ACWX as of Q1 2022.

  • Cardinal Point Wealth Management Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2022 after selling out during the quarter.
  • Cardinal Point Wealth Management Partners sold 3,732 iShares MSCI ACWI ex US ETF shares in Q1 2022, an estimated $208K.
  • Cardinal Point Wealth Management Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and held it in 1 quarter.
  • Cardinal Point Wealth Management Partners's iShares MSCI ACWI ex US ETF position peaked at $208K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2022.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2022, filed 2 May 2022.