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Faithward Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Faithward Advisors’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
Q1 		– Sell
-2,017
Closed -$101K – 252
2023
Q4 		$101K Hold
2,017
– – 0.02% 178
2023
Q3 		$95.6K Sell
2,017
-13
-0.6% -$636 0.02% 169
2023
Q2 		$99.8K Hold
2,030
– – 0.02% 178
2023
Q1 		$100K Hold
2,030
– – 0.02% 203
2022
Q4 		$92.4K Hold
2,030
– – 0.02% 160
2022
Q3 		$81K Hold
2,030
– – 0.02% 151
2022
Q2 		$92K Hold
2,030
– – 0.02% 163
2022
Q1 		$107K Hold
2,030
– – 0.02% 175
2021
Q4 		$112K Hold
2,030
– – 0.02% 176
2021
Q3 		$112K Buy
+2,030
New +$116K 0.02% 185

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
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Faithward Advisors's ACWX Position: Q1 2024 in Review

Faithward Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2024, closing a stake of 2,017 shares — an estimated $101K sold.

Faithward Advisors first reported a position in ACWX in Q3 2021 and held it in 10 quarters. The position peaked at $112K in Q4 2021. 441 funds tracked by Wall St. Rank hold ACWX as of Q1 2024.

  • Faithward Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2024 after selling out during the quarter.
  • Faithward Advisors sold 2,017 iShares MSCI ACWI ex US ETF shares in Q1 2024, an estimated $101K.
  • Faithward Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2021 and held it in 10 quarters.
  • Faithward Advisors's iShares MSCI ACWI ex US ETF position peaked at $112K in Q4 2021.
  • 441 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2024.

Based on Faithward Advisors's 13F filing for Q1 2024, filed 15 May 2024.