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GYL Financial Synergies’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

GYL Financial Synergies’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
2020
Q3 		– Sell
-5,043
Closed -$218K – 155
2020
Q2 		$218K Sell
5,043
-842
-14% -$34.4K 0.16% 138
2020
Q1 		$222K Hold
5,885
– – 0.14% 129
2019
Q4 		$289K Sell
5,885
-206
-3% -$9.82K 0.13% 132
2019
Q3 		$280K Hold
6,091
– – 0.14% 131
2019
Q2 		$285K Sell
6,091
-10,997
-64% -$511K 0.15% 117
2019
Q1 		$791K Buy
17,088
+6,866
+67% +$309K 0.44% 47
2018
Q4 		$429K Buy
+10,222
New +$451K 0.31% 65

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GYL Financial Synergies's ACWX Position: Q3 2020 in Review

GYL Financial Synergies sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2020, closing a stake of 5,043 shares — an estimated $218K sold.

GYL Financial Synergies first reported a position in ACWX in Q4 2018 and held it in 7 quarters. The position peaked at $791K in Q1 2019. 293 funds tracked by Wall St. Rank hold ACWX as of Q3 2020.

  • GYL Financial Synergies reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2020 after selling out during the quarter.
  • GYL Financial Synergies sold 5,043 iShares MSCI ACWI ex US ETF shares in Q3 2020, an estimated $218K.
  • GYL Financial Synergies first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 7 quarters.
  • GYL Financial Synergies's iShares MSCI ACWI ex US ETF position peaked at $791K in Q1 2019.
  • 293 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2020.

Based on GYL Financial Synergies's 13F filing for Q3 2020, filed 6 Nov 2020.