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Householder Group Estate & Retirement Specialist’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Householder Group Estate & Retirement Specialist’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
-504
Closed -$28K – 545
2024
Q3 		$28K Hold
504
– – 0.01% 604
2024
Q2 		$26K Buy
504
+7
+1% +$373 0.01% 611
2024
Q1 		$26.5K Hold
497
– – 0.01% 606
2023
Q4 		$25K Buy
497
+7
+1% +$337 0.01% 584
2023
Q3 		$23K Buy
+490
New +$24K 0.01% 608
2023
Q1 		$24K Buy
+483
New +$23.3K 0.01% 600
2022
Q4 		– Sell
-478
Closed -$19K – 364
2022
Q3 		$19K Buy
+478
New +$21.3K 0.01% 577

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
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 $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ACWX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2024, closing a stake of 504 shares — an estimated $28K sold.

Householder Group Estate & Retirement Specialist first reported a position in ACWX in Q3 2022 and held it in 7 quarters. The position peaked at $28K in Q3 2024. 499 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 504 iShares MSCI ACWI ex US ETF shares in Q4 2024, an estimated $28K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI ACWI ex US ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's iShares MSCI ACWI ex US ETF position peaked at $28K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.