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Family Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Family Asset 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
2024
Q3 		$715K Sell
12,502
-396
-3% -$21.6K 0.43% 53
2024
Q2 		$685K Buy
12,898
+2,567
+25% +$137K 0.44% 55
2024
Q1 		$552K Buy
10,331
+22
+0.2% +$1.13K 0.34% 65
2023
Q4 		$526K Buy
10,309
+8,005
+347% +$385K 0.35% 65
2023
Q3 		$108K Buy
+2,304
New +$113K 0.08% 110
2023
Q1 		– Sell
-50
Closed -$2.27K – 179
2022
Q4 		$2.27K Buy
+50
New +$2.19K ﹤0.01% 153

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Family Asset Management's ACWX Position: Q3 2024 in Review

Family Asset Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.1% in Q3 2024, selling an estimated $21.6K and leaving 12,502 shares worth $715K. The position accounts for 0.43% of the portfolio, ranked #53.

Family Asset Management first reported a position in ACWX in Q4 2022 and has held it in 6 quarters since. 457 funds tracked by Wall St. Rank hold ACWX as of Q3 2024.

  • Family Asset Management held 12,502 shares of iShares MSCI ACWI ex US ETF worth $715K as of Q3 2024.
  • Family Asset Management sold 396 iShares MSCI ACWI ex US ETF shares in Q3 2024, an estimated $21.6K.
  • iShares MSCI ACWI ex US ETF made up 0.43% of Family Asset Management's portfolio in Q3 2024, its #53 holding.
  • Family Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 6 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.