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

Executive 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
2022
Q2 		– Sell
-12,202
Closed -$637K – 182
2022
Q1 		$637K Sell
12,202
-1,357
-10% -$72.3K 0.07% 127
2021
Q4 		$753K Sell
13,559
-165,132
-92% -$9.29M 0.08% 123
2021
Q3 		$9.9M Buy
178,691
+11,902
+7% +$678K 1.09% 21
2021
Q2 		$9.59M Buy
166,789
+12,592
+8% +$723K 1.05% 22
2021
Q1 		$8.51M Buy
+154,197
New +$8.52M 1% 21
2019
Q3 		– Sell
-3,156
Closed -$148K – 141
2019
Q2 		$148K Buy
3,156
+38
+1% +$1.77K 0.02% 182
2019
Q1 		$144K Sell
3,118
-11
-0.4% -$495 0.03% 169
2018
Q4 		$131K Buy
+3,129
New +$138K 0.02% 172

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Executive Wealth Management's ACWX Position: Q2 2022 in Review

Executive Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2022, closing a stake of 12,202 shares — an estimated $637K sold.

Executive Wealth Management first reported a position in ACWX in Q4 2018 and held it in 8 quarters. The position peaked at $9.9M in Q3 2021. 393 funds tracked by Wall St. Rank hold ACWX as of Q2 2022.

  • Executive Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2022 after selling out during the quarter.
  • Executive Wealth Management sold 12,202 iShares MSCI ACWI ex US ETF shares in Q2 2022, an estimated $637K.
  • Executive Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 8 quarters.
  • Executive Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $9.9M in Q3 2021.
  • 393 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2022.

Based on Executive Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.