Goodwin Investment Advisory’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Goodwin Investment Advisory’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 Q4	–	Sell	-1,061	Closed	-$42K	–	219
2022 Q3	$42K	Sell	1,061 -34	-3%	-$1.51K	0.03%	91
2022 Q2	$49.3K	Buy	1,095 +341	+45%	+$16.5K	0.04%	67
2022 Q1	$39K	Hold	754	–	–	0.03%	94
2021 Q4	$42K	Hold	754	–	–	0.03%	84
2021 Q3	$42K	Hold	754	–	–	0.04%	81
2021 Q2	$43K	Hold	754	–	–	0.05%	76
2021 Q1	$42K	Hold	754	–	–	0.05%	82
2020 Q4	$40K	Buy	+754	New	+$37.4K	0.05%	50

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Goodwin Investment Advisory's ACWX Position: Q4 2022 in Review

Goodwin Investment Advisory sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2022, closing a stake of 1,061 shares — an estimated $42K sold.

Goodwin Investment Advisory first reported a position in ACWX in Q4 2020 and held it in 8 quarters. The position peaked at $49.3K in Q2 2022. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

Goodwin Investment Advisory reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 1,061 iShares MSCI ACWI ex US ETF shares in Q4 2022, an estimated $42K.
Goodwin Investment Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 8 quarters.
Goodwin Investment Advisory's iShares MSCI ACWI ex US ETF position peaked at $49.3K in Q2 2022.
422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on Goodwin Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.