HWM
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HighMark Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

HighMark Wealth Management’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
Q4 		– Sell
-220
Closed -$10K – 443
2020
Q3 		$10K Hold
220
– – 0.01% 219
2020
Q2 		$9K Buy
+220
New +$8.99K 0.01% 207

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

HighMark Wealth Management's ACWX Position: Q4 2020 in Review

HighMark Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2020, closing a stake of 220 shares — an estimated $10K sold.

HighMark Wealth Management first reported a position in ACWX in Q2 2020 and held it in 2 quarters. The position peaked at $10K in Q3 2020. 334 funds tracked by Wall St. Rank hold ACWX as of Q4 2020.

  • HighMark Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 220 iShares MSCI ACWI ex US ETF shares in Q4 2020, an estimated $10K.
  • HighMark Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2020 and held it in 2 quarters.
  • HighMark Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $10K in Q3 2020.
  • 334 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2020.

Based on HighMark Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.