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Heritage Wealth Management (Arizona)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Heritage Wealth Management (Arizona)’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 		$19.1K Buy
420
+210
+100% +$9.21K ﹤0.01% 670
2022
Q3 		$8K Hold
210
– – ﹤0.01% 683
2022
Q2 		$9.45K Hold
210
– – ﹤0.01% 671
2022
Q1 		$11K Buy
+210
New +$11.2K ﹤0.01% 690

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ACWX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 100% in Q4 2022, buying an estimated $9.21K and bringing the position to 420 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Heritage Wealth Management (Arizona) first reported a position in ACWX in Q1 2022 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 420 shares of iShares MSCI ACWI ex US ETF worth $19.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 210 iShares MSCI ACWI ex US ETF shares in Q4 2022, an estimated $9.21K.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #670 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares MSCI ACWI ex US ETF in Q1 2022 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.