JWBC
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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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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