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

Cardinal Point 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
2021
Q3 		$207K Hold
3,732
– – 0.1% 39
2021
Q2 		$215K Hold
3,732
– – 0.1% 37
2021
Q1 		$206K Buy
+3,732
New +$206K 0.1% 36

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Cardinal Point Wealth Management's ACWX Position: Q3 2021 in Review

Cardinal Point Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2021 at 3,732 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #39.

Cardinal Point Wealth Management first reported a position in ACWX in Q1 2021 and has held it in 3 quarters since. The position peaked at $215K in Q2 2021. 357 funds tracked by Wall St. Rank hold ACWX as of Q3 2021.

  • Cardinal Point Wealth Management held 3,732 shares of iShares MSCI ACWI ex US ETF worth $207K as of Q3 2021.
  • Cardinal Point Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2021.
  • iShares MSCI ACWI ex US ETF made up 0.1% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #39 holding.
  • Cardinal Point Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and has held it in 3 quarters since.
  • Cardinal Point Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $215K in Q2 2021.
  • 357 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.