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Choate Investment Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Choate Investment Advisors’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
-3,000
Closed -$167K – 357
2021
Q4 		$167K Sell
3,000
-3,500
-54% -$197K 0.01% 285
2021
Q3 		$360K Hold
6,500
– – 0.02% 202
2021
Q2 		$374K Buy
+6,500
New +$373K 0.02% 200

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
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

Choate Investment Advisors's ACWX Position: Q1 2022 in Review

Choate Investment Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2022, closing a stake of 3,000 shares — an estimated $167K sold.

Choate Investment Advisors first reported a position in ACWX in Q2 2021 and held it in 3 quarters. The position peaked at $374K in Q2 2021. 403 funds tracked by Wall St. Rank hold ACWX as of Q1 2022.

  • Choate Investment Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2022 after selling out during the quarter.
  • Choate Investment Advisors sold 3,000 iShares MSCI ACWI ex US ETF shares in Q1 2022, an estimated $167K.
  • Choate Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2021 and held it in 3 quarters.
  • Choate Investment Advisors's iShares MSCI ACWI ex US ETF position peaked at $374K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2022.

Based on Choate Investment Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.