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

Edge Capital 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
2024
Q4 		$1.06M Sell
10,256
-10,146
-50% -$555K 0.05% 159
2024
Q3 		$1.17M Hold
20,402
– – 0.05% 151
2024
Q2 		$1.08M Sell
20,402
-3,663
-15% -$195K 0.05% 159
2024
Q1 		$1.28M Sell
24,065
-1,638
-6% -$84.1K 0.06% 149
2023
Q4 		$1.31M Hold
25,703
– – 0.07% 146
2023
Q3 		$1.21M Sell
25,703
-826
-3% -$40.4K 0.08% 142
2023
Q2 		$1.31M Buy
26,529
+20,932
+374% +$1.03M 0.08% 157
2023
Q1 		$273K Hold
5,597
– – 0.02% 264
2022
Q4 		$255K Buy
+5,597
New +$245K 0.02% 255
2021
Q2 		– Sell
-4,862
Closed -$268K – 270
2021
Q1 		$268K Hold
4,862
– – 0.02% 239
2020
Q4 		$258K Hold
4,862
– – 0.02% 224
2020
Q3 		$224K Sell
4,862
-2,831
-37% -$130K 0.02% 222
2020
Q2 		$333K Sell
7,693
-29,924
-80% -$1.22M 0.03% 179
2020
Q1 		$1.42M Buy
37,617
+181
+0.5% +$8.13K 0.17% 93
2019
Q4 		$1.84M Buy
37,436
+31
+0.1% +$1.48K 0.18% 91
2019
Q3 		$1.72M Sell
37,405
-3,474
-8% -$159K 0.17% 93
2019
Q2 		$1.91M Sell
40,879
-65
-0.2% -$3.02K 0.18% 93
2019
Q1 		$1.89M Sell
40,944
-9,359
-19% -$422K 0.19% 90
2018
Q4 		$2.11M Buy
+50,303
New +$2.22M 0.23% 79

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 $5.72T 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 $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Edge Capital Group's ACWX Position: Q4 2024 in Review

Edge Capital Group reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 50% in Q4 2024, selling an estimated $555K and leaving 10,256 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #159.

Edge Capital Group first reported a position in ACWX in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.11M in Q4 2018. 498 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

  • Edge Capital Group held 10,256 shares of iShares MSCI ACWI ex US ETF worth $1.06M as of Q4 2024.
  • Edge Capital Group sold 10,146 iShares MSCI ACWI ex US ETF shares in Q4 2024, an estimated $555K.
  • iShares MSCI ACWI ex US ETF made up 0.05% of Edge Capital Group's portfolio in Q4 2024, its #159 holding.
  • Edge Capital Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 19 quarters since.
  • Edge Capital Group's iShares MSCI ACWI ex US ETF position peaked at $2.11M in Q4 2018.
  • 498 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.