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Galvin Gaustad & Stein’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Galvin Gaustad & Stein’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
-4,035
Closed -$211K – 165
2022
Q1 		$211K Sell
4,035
-381
-9% -$20.3K 0.02% 166
2021
Q4 		$246K Sell
4,416
-120
-3% -$6.75K 0.02% 161
2021
Q3 		$251K Sell
4,536
-427
-9% -$24.3K 0.02% 165
2021
Q2 		$285K Hold
4,963
– – 0.03% 170
2021
Q1 		$274K Sell
4,963
-428
-8% -$23.7K 0.03% 167
2020
Q4 		$286K Buy
+5,391
New +$267K 0.03% 159

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return