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John W. Brooker & Co’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

John W. Brooker & Co’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
2022
Q4 		– Sell
-63
Closed -$3K – 63
2022
Q3 		$3K Hold
63
– – ﹤0.01% 172
2022
Q2 		$3K Buy
63
+2
+3% +$97 ﹤0.01% 173
2022
Q1 		$3K Sell
61
-63
-51% -$3.36K ﹤0.01% 173
2021
Q4 		$7K Sell
124
-416
-77% -$23.4K ﹤0.01% 156
2021
Q3 		$30K Buy
540
+490
+980% +$27.9K 0.02% 107
2021
Q2 		$3K Buy
50
+30
+150% +$1.72K ﹤0.01% 170
2021
Q1 		$1K Buy
+20
New +$1.1K ﹤0.01% 162

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

John W. Brooker & Co's ACWX Position: Q4 2022 in Review

John W. Brooker & Co sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2022, closing a stake of 63 shares — an estimated $3K sold.

John W. Brooker & Co first reported a position in ACWX in Q1 2021 and held it in 7 quarters. The position peaked at $30K in Q3 2021. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

  • John W. Brooker & Co reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 63 iShares MSCI ACWI ex US ETF shares in Q4 2022, an estimated $3K.
  • John W. Brooker & Co first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and held it in 7 quarters.
  • John W. Brooker & Co's iShares MSCI ACWI ex US ETF position peaked at $30K in Q3 2021.
  • 422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.