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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 $1.55T 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

Galvin Gaustad & Stein's ACWX Position: Q2 2022 in Review

Galvin Gaustad & Stein sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2022, closing a stake of 4,035 shares — an estimated $211K sold.

Galvin Gaustad & Stein first reported a position in ACWX in Q4 2020 and held it in 6 quarters. The position peaked at $286K in Q4 2020. 393 funds tracked by Wall St. Rank hold ACWX as of Q2 2022.

  • Galvin Gaustad & Stein reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2022 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 4,035 iShares MSCI ACWI ex US ETF shares in Q2 2022, an estimated $211K.
  • Galvin Gaustad & Stein first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 6 quarters.
  • Galvin Gaustad & Stein's iShares MSCI ACWI ex US ETF position peaked at $286K in Q4 2020.
  • 393 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2022.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2022, filed 22 Jul 2022.