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CPWM LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

CPWM LLC’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
Q3 		$283K Hold
7,062
– – 0.03% 257
2022
Q2 		$318K Buy
7,062
+131
+2% +$6.34K 0.03% 296
2022
Q1 		$362K Buy
6,931
+115
+2% +$6.13K 0.03% 251
2021
Q4 		$378K Hold
6,816
– – 0.03% 255
2021
Q3 		$378K Hold
6,816
– – 0.03% 210
2021
Q2 		$392K Sell
6,816
-17,216
-72% -$988K 0.03% 213
2021
Q1 		$1.33M Hold
24,032
– – 0.11% 117
2020
Q4 		$1.27M Buy
24,032
+227
+1% +$11.3K 0.12% 118
2020
Q3 		$1.09M Sell
23,805
-121
-0.5% -$5.58K 0.12% 116
2020
Q2 		$1.03M Buy
23,926
+272
+1% +$11.1K 0.12% 114
2020
Q1 		$891K Buy
23,654
+121
+0.5% +$5.44K 0.13% 110
2019
Q4 		$1.16M Buy
23,533
+339
+1% +$16.2K 0.14% 109
2019
Q3 		$1.07M Hold
23,194
– – 0.14% 107
2019
Q2 		$1.08M Buy
23,194
+383
+2% +$17.8K 0.15% 96
2019
Q1 		$1.05M Buy
+22,811
New +$1.03M 0.15% 97

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 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