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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Destination Wealth Management's ACWX Position: Q1 2025 in Review

Destination Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2025, closing a stake of 4,095 shares — an estimated $214K sold.

Destination Wealth Management first reported a position in ACWX in Q2 2017 and held it in 5 quarters. The position peaked at $225K in Q4 2017. 500 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

Destination Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2025 after selling out during the quarter.
Destination Wealth Management sold 4,095 iShares MSCI ACWI ex US ETF shares in Q1 2025, an estimated $214K.
Destination Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2017 and held it in 5 quarters.
Destination Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $225K in Q4 2017.
500 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on Destination Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.