EWM
ACWX icon

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 $1.37T 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 $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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