Institutional & Family Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Institutional & Family Asset 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
2024 Q2	$1.59K	Hold	30	–	–	﹤0.01%	598
2024 Q1	$1.6K	Hold	30	–	–	﹤0.01%	598
2023 Q4	$1.53K	Hold	30	–	–	﹤0.01%	581
2023 Q3	$1.41K	Hold	30	–	–	﹤0.01%	585
2023 Q2	$1.48K	Hold	30	–	–	﹤0.01%	592
2023 Q1	$1.46K	Hold	30	–	–	﹤0.01%	586
2022 Q4	$1.36K	Hold	30	–	–	﹤0.01%	579
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	604
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	622
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	628
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	640
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	751
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	799
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	772
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	742
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	760
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	746
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	697
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	788
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	760
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	776
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	765
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	739
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	784
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	771
2018 Q1	$1K	Buy	+30	New	+$1.53K	﹤0.01%	759

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Institutional & Family Asset Management's ACWX Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2024 at 30 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Institutional & Family Asset Management first reported a position in ACWX in Q1 2018 and has held it in 26 quarters since. The position peaked at $2K in Q1 2022. 450 funds tracked by Wall St. Rank hold ACWX as of Q2 2024.

Institutional & Family Asset Management held 30 shares of iShares MSCI ACWI ex US ETF worth $1.59K as of Q2 2024.
Institutional & Family Asset Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2024.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #598 holding.
Institutional & Family Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's iShares MSCI ACWI ex US ETF position peaked at $2K in Q1 2022.
450 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.