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Coppell Advisory Solutions Corp’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$3.32M Buy
+62,259
New +$3.2M 0.63% 38
2023
Q1 		– Sell
-326
Closed -$14.8K – 212
2022
Q4 		$14.8K Buy
+326
New +$14.3K 0.01% 544

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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 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

Coppell Advisory Solutions Corp's ACWX Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q1 2024: 62,259 shares worth $3.32M. The stake represents 0.63% of the portfolio and ranks #38 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in ACWX as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in ACWX in Q4 2022 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold ACWX as of Q1 2024.

  • Coppell Advisory Solutions Corp held 62,259 shares of iShares MSCI ACWI ex US ETF worth $3.32M as of Q1 2024.
  • iShares MSCI ACWI ex US ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares MSCI ACWI ex US ETF made up 0.63% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #38 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.