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Daniels + Tansey’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Daniels + Tansey’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
-13,007
Closed -$723K – 33
2021
Q4 		$723K Buy
+13,007
New +$732K 0.22% 22

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

Daniels + Tansey's ACWX Position: Q1 2022 in Review

Daniels + Tansey sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2022, closing a stake of 13,007 shares — an estimated $723K sold.

Daniels + Tansey first reported a position in ACWX in Q4 2021 and held it in 1 quarter. The position peaked at $723K in Q4 2021. 403 funds tracked by Wall St. Rank hold ACWX as of Q1 2022.

  • Daniels + Tansey reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2022 after selling out during the quarter.
  • Daniels + Tansey sold 13,007 iShares MSCI ACWI ex US ETF shares in Q1 2022, an estimated $723K.
  • Daniels + Tansey first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and held it in 1 quarter.
  • Daniels + Tansey's iShares MSCI ACWI ex US ETF position peaked at $723K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2022.

Based on Daniels + Tansey's 13F filing for Q1 2022, filed 5 May 2022.