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Global Financial Private Client’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Global Financial Private Client’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
2021
Q1 		– Sell
-38
Closed -$2.02K – 574
2020
Q4 		$2.02K Hold
38
– – ﹤0.01% 424
2020
Q3 		$1.76K Hold
38
– – ﹤0.01% 413
2020
Q2 		$1.65K Sell
38
-2,461
-98% -$101K ﹤0.01% 460
2020
Q1 		$89.6K Sell
2,499
-8,512
-77% -$382K 0.09% 153
2019
Q4 		$541K Buy
+11,011
New +$525K 0.45% 56

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Global Financial Private Client's ACWX Position: Q1 2021 in Review

Global Financial Private Client sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2021, closing a stake of 38 shares — an estimated $2.02K sold.

Global Financial Private Client first reported a position in ACWX in Q4 2019 and held it in 5 quarters. The position peaked at $541K in Q4 2019. 339 funds tracked by Wall St. Rank hold ACWX as of Q1 2021.

  • Global Financial Private Client reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2021 after selling out during the quarter.
  • Global Financial Private Client sold 38 iShares MSCI ACWI ex US ETF shares in Q1 2021, an estimated $2.02K.
  • Global Financial Private Client first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and held it in 5 quarters.
  • Global Financial Private Client's iShares MSCI ACWI ex US ETF position peaked at $541K in Q4 2019.
  • 339 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2021.

Based on Global Financial Private Client's 13F filing for Q1 2021, filed 16 May 2024.