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Cary Street Partners Investment Advisory’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q1 		– Sell
-420
Closed -$19.1K – 1679
2022
Q4 		$19.1K Buy
+420
New +$18.4K ﹤0.01% 991

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Cary Street Partners Investment Advisory's ACWX Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2023, closing a stake of 420 shares — an estimated $19.1K sold.

Cary Street Partners Investment Advisory first reported a position in ACWX in Q4 2022 and held it in 1 quarter. The position peaked at $19.1K in Q4 2022. 407 funds tracked by Wall St. Rank hold ACWX as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 420 iShares MSCI ACWI ex US ETF shares in Q1 2023, an estimated $19.1K.
  • Cary Street Partners Investment Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares MSCI ACWI ex US ETF position peaked at $19.1K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.