EWF
ACWX icon

Epstein & White Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Epstein & White Financial’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
2021
Q2 		$27M Buy
470,598
+20,439
+5% +$1.17M 7.13% 4
2021
Q1 		$24.9M Buy
450,159
+62,697
+16% +$3.46M 7.24% 4
2020
Q4 		$20.5M Buy
387,462
+61,117
+19% +$3.03M 6.3% 4
2020
Q3 		$15M Buy
326,345
+50,508
+18% +$2.33M 5.36% 5
2020
Q2 		$11.9M Buy
275,837
+233,977
+559% +$9.56M 4.51% 6
2020
Q1 		$1.57M Buy
41,860
+36,774
+723% +$1.65M 0.66% 15
2019
Q4 		$251K Sell
5,086
-23
-0.5% -$1.1K 0.11% 62
2019
Q3 		$235K Sell
5,109
-2,885
-36% -$132K 0.11% 62
2019
Q2 		$375K Sell
7,994
-313
-4% -$14.5K 0.2% 56
2019
Q1 		$385K Sell
8,307
-74,005
-90% -$3.33M 0.22% 48
2018
Q4 		$3.46M Buy
+82,312
New +$3.63M 2.16% 9

Other funds holding ACWX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Epstein & White Financial's ACWX Position: Q2 2021 in Review

Epstein & White Financial increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 4.5% in Q2 2021, buying an estimated $1.17M and bringing the position to 470,598 shares worth $27M. The position accounts for 7.13% of the portfolio, ranked #4.

Epstein & White Financial first reported a position in ACWX in Q4 2018 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold ACWX as of Q2 2021.

  • Epstein & White Financial held 470,598 shares of iShares MSCI ACWI ex US ETF worth $27M as of Q2 2021.
  • Epstein & White Financial bought 20,439 iShares MSCI ACWI ex US ETF shares in Q2 2021, an estimated $1.17M.
  • iShares MSCI ACWI ex US ETF made up 7.13% of Epstein & White Financial's portfolio in Q2 2021, its #4 holding.
  • Epstein & White Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 11 quarters since.
  • 348 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.