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

FDx 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
-11,685
Closed -$596K – 354
2023
Q4 		$596K Buy
+11,685
New +$562K 0.05% 349
2023
Q2 		– Sell
-93,392
Closed -$4.25M – 748
2023
Q1 		$4.25M Hold
93,392
– – 0.18% 117
2022
Q4 		$4.25M Buy
+93,392
New +$4.1M 0.18% 117
2016
Q3 		– Sell
-5,187
Closed -$202K – 898
2016
Q2 		$202K Buy
+5,187
New +$206K 0.01% 844
2016
Q1 		– Sell
-24,317
Closed -$963K – 891
2015
Q4 		$963K Buy
+24,317
New +$996K 0.04% 355
2015
Q2 		– Sell
-13,100
Closed -$585K – 960
2015
Q1 		$585K Buy
+13,100
New +$576K 0.01% 861
2014
Q3 		– Sell
-21,166
Closed -$1.02M – 941
2014
Q2 		$1.02M Buy
21,166
+13,610
+180% +$649K 0.07% 332
2014
Q1 		$352K Buy
+7,556
New +$344K 0.03% 559

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
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
SWM
Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return