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Financial Consulate’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Financial Consulate’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
-4,462
Closed -$233K – 124
2022
Q1 		$233K Buy
4,462
+245
+6% +$13.1K 0.09% 115
2021
Q4 		$234K Buy
4,217
+39
+0.9% +$2.19K 0.08% 122
2021
Q3 		$232K Hold
4,178
– – 0.08% 116
2021
Q2 		$240K Buy
4,178
+31
+0.7% +$1.78K 0.09% 112
2021
Q1 		$229K Buy
+4,147
New +$229K 0.09% 104

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

Financial Consulate's ACWX Position: Q2 2022 in Review

Financial Consulate sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2022, closing a stake of 4,462 shares — an estimated $233K sold.

Financial Consulate first reported a position in ACWX in Q1 2021 and held it in 5 quarters. The position peaked at $240K in Q2 2021. 393 funds tracked by Wall St. Rank hold ACWX as of Q2 2022.

  • Financial Consulate reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Consulate sold 4,462 iShares MSCI ACWI ex US ETF shares in Q2 2022, an estimated $233K.
  • Financial Consulate first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and held it in 5 quarters.
  • Financial Consulate's iShares MSCI ACWI ex US ETF position peaked at $240K in Q2 2021.
  • 393 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2022.

Based on Financial Consulate's 13F filing for Q2 2022, filed 19 Jul 2022.