EFL
ACWX icon

ERn Financial LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

ERn Financial LLC’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
Q2 		– Sell
-4,139
Closed -$216K – 166
2022
Q1 		$216K Buy
+4,139
New +$220K 0.05% 163

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

ERn Financial LLC's ACWX Position: Q2 2022 in Review

ERn Financial LLC sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2022, closing a stake of 4,139 shares — an estimated $216K sold.

ERn Financial LLC first reported a position in ACWX in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 392 funds tracked by Wall St. Rank hold ACWX as of Q2 2022.

  • ERn Financial LLC reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2022 after selling out during the quarter.
  • ERn Financial LLC sold 4,139 iShares MSCI ACWI ex US ETF shares in Q2 2022, an estimated $216K.
  • ERn Financial LLC first reported a position in iShares MSCI ACWI ex US ETF in Q1 2022 and held it in 1 quarter.
  • ERn Financial LLC's iShares MSCI ACWI ex US ETF position peaked at $216K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2022.

Based on ERn Financial LLC's 13F filing for Q2 2022, filed 2 Aug 2022.