GI
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Gradient Investments’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-348
Closed -$17.8K – 1242
2023
Q4 		$17.8K Sell
348
-150
-30% -$7.22K ﹤0.01% 721
2023
Q3 		$23.4K Hold
498
– – ﹤0.01% 648
2023
Q2 		$24.5K Buy
498
+150
+43% +$7.39K ﹤0.01% 653
2023
Q1 		$17K Hold
348
– – ﹤0.01% 708
2022
Q4 		$15.8K Buy
+348
New +$15.3K ﹤0.01% 731
2014
Q1 		– Sell
-260
Closed -$12K – 520
2013
Q4 		$12K Buy
+260
New +$11.9K ﹤0.01% 359

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 $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return