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Freedom Wealth Alliance’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-6,392
Closed -$291K – 68
2022
Q4 		$291K Buy
+6,392
New +$280K 0.41% 38

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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Freedom Wealth Alliance's ACWX Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2023, closing a stake of 6,392 shares — an estimated $291K sold.

Freedom Wealth Alliance first reported a position in ACWX in Q4 2022 and held it in 1 quarter. The position peaked at $291K in Q4 2022. 407 funds tracked by Wall St. Rank hold ACWX as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 6,392 iShares MSCI ACWI ex US ETF shares in Q1 2023, an estimated $291K.
  • Freedom Wealth Alliance first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's iShares MSCI ACWI ex US ETF position peaked at $291K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.