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Cutler Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cutler Group’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
-900
Closed -$40K – 3679
2022
Q4 		$40K Buy
+900
New +$39.5K ﹤0.01% 1723
2022
Q3 		– Sell
-700
Closed -$31K – 4831
2022
Q2 		$31K Buy
+700
New +$33.9K ﹤0.01% 2294
2021
Q2 		– Sell
-800
Closed -$44K – 5585
2021
Q1 		$44K Buy
+800
New +$44.2K ﹤0.01% 2497
2020
Q3 		– Sell
-700
Closed -$30K – 4595
2020
Q2 		$30K Buy
+700
New +$28.6K ﹤0.01% 2085
2020
Q1 		– Sell
-2,300
Closed -$112K – 3931
2019
Q4 		$112K Buy
+2,300
New +$110K 0.01% 1139
2016
Q1 		– Sell
-100
Closed -$3K – 6390
2015
Q4 		$3K Buy
+100
New +$4.09K ﹤0.01% 5208

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $133B AUM 43.5% 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 $672B AUM 33.48% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Cutler Group's ACWX Position: Q1 2023 in Review

Cutler Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2023, closing a stake of 900 shares — an estimated $40K sold.

Cutler Group first reported a position in ACWX in Q4 2015 and held it in 6 quarters. The position peaked at $112K in Q4 2019. 408 funds tracked by Wall St. Rank hold ACWX as of Q1 2023.

  • Cutler Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
  • Cutler Group sold 900 iShares MSCI ACWI ex US ETF shares in Q1 2023, an estimated $40K.
  • Cutler Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and held it in 6 quarters.
  • Cutler Group's iShares MSCI ACWI ex US ETF position peaked at $112K in Q4 2019.
  • 408 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.