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

FourThought Financial’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 Q3	$1.31M	Buy	32,786 +272	+0.8%	+$12.1K	0.19%	97
2022 Q2	$1.46M	Buy	32,514 +489	+2%	+$23.7K	0.21%	96
2022 Q1	$1.67M	Buy	32,025 +3,567	+13%	+$190K	0.21%	97
2021 Q4	$1.58M	Buy	28,458 +2,633	+10%	+$148K	0.2%	95
2021 Q3	$1.43M	Buy	25,825 +7,877	+44%	+$449K	0.19%	103
2021 Q2	$1.03M	Hold	17,948	–	–	0.14%	133
2021 Q1	$990K	Sell	17,948 -634	-3%	-$35K	0.14%	125
2020 Q4	$985K	Buy	+18,582	New	+$922K	0.16%	115

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FourThought Financial's ACWX Position: Q3 2022 in Review

FourThought Financial increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.84% in Q3 2022, buying an estimated $12.1K and bringing the position to 32,786 shares worth $1.31M. The position accounts for 0.19% of the portfolio, ranked #97.

FourThought Financial first reported a position in ACWX in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.67M in Q1 2022. 363 funds tracked by Wall St. Rank hold ACWX as of Q3 2022.

FourThought Financial held 32,786 shares of iShares MSCI ACWI ex US ETF worth $1.31M as of Q3 2022.
FourThought Financial bought 272 iShares MSCI ACWI ex US ETF shares in Q3 2022, an estimated $12.1K.
iShares MSCI ACWI ex US ETF made up 0.19% of FourThought Financial's portfolio in Q3 2022, its #97 holding.
FourThought Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares MSCI ACWI ex US ETF position peaked at $1.67M in Q1 2022.
363 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.