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Independent Advisor Alliance’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-21,929
Closed -$1.17M – 707
2024
Q2 		$1.17M Hold
21,929
– – 0.04% 295
2024
Q1 		$1.17M Buy
+21,929
New +$1.13M 0.04% 294
2022
Q2 		– Sell
-4,164
Closed -$218K – 620
2022
Q1 		$218K Buy
4,164
+1
+0% +$53 0.01% 590
2021
Q4 		$231K Buy
4,163
+5
+0.1% +$281 0.01% 593
2021
Q3 		$230K Hold
4,158
– – 0.01% 559
2021
Q2 		$239K Buy
+4,158
New +$239K 0.01% 550

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 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

Independent Advisor Alliance's ACWX Position: Q3 2024 in Review

Independent Advisor Alliance sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2024, closing a stake of 21,929 shares — an estimated $1.17M sold.

Independent Advisor Alliance first reported a position in ACWX in Q2 2021 and held it in 6 quarters. The position peaked at $1.17M in Q1 2024. 457 funds tracked by Wall St. Rank hold ACWX as of Q3 2024.

  • Independent Advisor Alliance reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 21,929 iShares MSCI ACWI ex US ETF shares in Q3 2024, an estimated $1.17M.
  • Independent Advisor Alliance first reported a position in iShares MSCI ACWI ex US ETF in Q2 2021 and held it in 6 quarters.
  • Independent Advisor Alliance's iShares MSCI ACWI ex US ETF position peaked at $1.17M in Q1 2024.
  • 457 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.