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Horan Securities’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Horan Securities’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
Q4 		– Sell
-7,736
Closed -$443K – 130
2024
Q3 		$443K Buy
+7,736
New +$421K 0.17% 71
2023
Q3 		– Sell
-662
Closed -$32.6K – 110
2023
Q2 		$32.6K Hold
662
– – 0.01% 274
2023
Q1 		$32.3K Sell
662
-297
-31% -$14.3K 0.02% 256
2022
Q4 		$43.6K Sell
959
-1
-0.1% -$44 0.02% 221
2022
Q3 		$38K Hold
960
– – 0.02% 209
2022
Q2 		$42K Hold
960
– – 0.03% 186
2022
Q1 		$50K Hold
960
– – 0.03% 172
2021
Q4 		$53K Buy
+960
New +$54K 0.03% 166
2021
Q2 		$55K Hold
960
– – 0.04% 156
2021
Q1 		$53K Hold
960
– – 0.04% 138
2020
Q4 		$51K Hold
960
– – 0.04% 124
2020
Q3 		$44K Hold
960
– – 0.04% 111
2020
Q2 		$42K Sell
960
-92
-9% -$3.76K 0.05% 80
2020
Q1 		$40K Buy
+1,052
New +$47.3K 0.05% 75
2019
Q4 		– Sell
-1,051
Closed -$48K – 36
2019
Q3 		$48K Hold
1,051
– – 0.05% 71
2019
Q2 		$49K Buy
1,051
+2
+0.2% +$93 0.06% 68
2019
Q1 		$49K Sell
1,049
-66
-6% -$2.97K 0.05% 66
2018
Q4 		$48K Buy
+1,115
New +$49.2K 0.06% 67

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Horan Securities's ACWX Position: Q4 2024 in Review

Horan Securities sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2024, closing a stake of 7,736 shares — an estimated $443K sold.

Horan Securities first reported a position in ACWX in Q4 2018 and held it in 18 quarters. The position peaked at $443K in Q3 2024. 500 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

  • Horan Securities reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2024 after selling out during the quarter.
  • Horan Securities sold 7,736 iShares MSCI ACWI ex US ETF shares in Q4 2024, an estimated $443K.
  • Horan Securities first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 18 quarters.
  • Horan Securities's iShares MSCI ACWI ex US ETF position peaked at $443K in Q3 2024.
  • 500 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on Horan Securities's 13F filing for Q4 2024, filed 7 Feb 2025.