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Destination Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Destination Wealth Management’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
2025
Q1 		– Sell
-4,095
Closed -$214K – 256
2024
Q4 		$214K Buy
+4,095
New +$224K 0.01% 225
2018
Q2 		– Sell
-17
Closed -$2K – 504
2018
Q1 		$2K Sell
17
-4,484
-100% -$228K ﹤0.01% 495
2017
Q4 		$225K Hold
4,501
– – 0.01% 145
2017
Q3 		$218K Hold
4,501
– – 0.01% 144
2017
Q2 		$205K Buy
+4,501
New +$203K 0.01% 146

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return