JP Morgan Private Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.33M | Buy |
177,253
+11,703
| +7% | +$573K | 0.02% | 403 |
|
|
2023
Q2 | $8.15M | Sell |
165,550
-31,854
| -16% | -$1.57M | 0.04% | 260 |
|
|
2023
Q1 | $9.63M | Sell |
197,404
-76,041
| -28% | -$3.66M | 0.02% | 435 |
|
|
2022
Q4 | $12.4M | Buy |
273,445
+64,838
| +31% | +$2.84M | 0.03% | 386 |
|
|
2022
Q3 | $8.35M | Buy |
208,607
+37,433
| +22% | +$1.67M | 0.02% | 432 |
|
|
2022
Q2 | $7.7M | Sell |
171,174
-139,519
| -45% | -$6.75M | 0.02% | 472 |
|
|
2022
Q1 | $16.2M | Sell |
310,693
-16,004
| -5% | -$852K | 0.04% | 353 |
|
|
2021
Q4 | $18.2M | Sell |
326,697
-46,171
| -12% | -$2.6M | 0.04% | 333 |
|
|
2021
Q3 | $20.7M | Buy |
372,868
+29,724
| +9% | +$1.69M | 0.05% | 303 |
|
|
2021
Q2 | $19.7M | Buy |
343,144
+151,657
| +79% | +$8.71M | 0.05% | 305 |
|
|
2021
Q1 | $10.6M | Sell |
191,487
-29,466
| -13% | -$1.63M | 0.03% | 360 |
|
|
2020
Q4 | $11.7M | Buy |
220,953
+7,136
| +3% | +$354K | 0.04% | 340 |
|
|
2020
Q3 | $9.83M | Sell |
213,817
-2,387
| -1% | -$110K | 0.04% | 330 |
|
|
2020
Q2 | $9.35M | Buy |
216,204
+32,051
| +17% | +$1.31M | 0.04% | 297 |
|
|
2020
Q1 | $6.93M | Sell |
184,153
-709,136
| -79% | -$31.9M | 0.04% | 307 |
|
|
2019
Q4 | $43.9M | Buy |
893,289
+113,672
| +15% | +$5.42M | 0.2% | 119 |
|
|
2019
Q3 | $35.9M | Buy |
779,617
+148,016
| +23% | +$6.78M | 0.19% | 128 |
|
|
2019
Q2 | $29.5M | Sell |
631,601
-37,729
| -6% | -$1.75M | 0.16% | 143 |
|
|
2019
Q1 | $31M | Sell |
669,330
-40,307
| -6% | -$1.82M | 0.16% | 141 |
|
|
2018
Q4 | $29.8M | Buy |
709,637
+341,523
| +93% | +$15.1M | 0.18% | 129 |
|
|
2018
Q3 | $17.6M | Buy |
368,114
+278,545
| +311% | +$13.2M | 0.09% | 219 |
|
|
2018
Q2 | $4.23M | Buy |
89,569
+74,489
| +494% | +$3.69M | 0.02% | 429 |
|
|
2018
Q1 | $749K | Sell |
15,080
-15,080
| -50% | -$767K | 0.01% | 726 |
|
|
2017
Q4 | $1.51M | Buy |
30,160
+15,080
| +100% | +$743K | 0.01% | 553 |
|
|
2017
Q3 | $729K | Hold |
15,080
| – | – | 0.01% | 714 |
|
|
2017
Q2 | $687K | Hold |
15,080
| – | – | 0.01% | 718 |
|
|
2017
Q1 | $658K | Hold |
15,080
| – | – | 0.01% | 759 |
|
|
2016
Q4 | $607K | Buy |
+15,080
| New | +$610K | 0.01% | 738 |
|
|
2016
Q2 | – | Sell |
-14,600
| Closed | -$576K | – | 1252 |
|
|
2016
Q1 | $576K | Hold |
14,600
| – | – | 0.01% | 699 |
|
|
2015
Q4 | $578K | Sell |
14,600
-13,500
| -48% | -$553K | 0.01% | 643 |
|
|
2015
Q3 | $1.1M | Buy |
+28,100
| New | +$1.18M | 0.01% | 449 |
|
|
2015
Q2 | – | Sell |
-26,220
| Closed | -$1.17M | – | 1044 |
|
|
2015
Q1 | $1.17M | Sell |
26,220
-224
| -0.8% | -$9.85K | 0.01% | 484 |
|
|
2014
Q4 | $1.14M | Buy |
26,444
+11,844
| +81% | +$524K | 0.01% | 503 |
|
|
2014
Q3 | $664K | Buy |
+14,600
| New | +$693K | 0.01% | 619 |
|
Other funds holding ACWX
JFGIW
ST
JP Morgan Private Wealth Advisors's ACWX Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 7.1% in Q3 2023, buying an estimated $573K and bringing the position to 177,253 shares worth $8.33M. The position accounts for 0.02% of the portfolio, ranked #403.
JP Morgan Private Wealth Advisors first reported a position in ACWX in Q3 2014 and has held it in 34 quarters since. The position peaked at $43.9M in Q4 2019. 422 funds tracked by Wall St. Rank hold ACWX as of Q3 2023.
- JP Morgan Private Wealth Advisors held 177,253 shares of iShares MSCI ACWI ex US ETF worth $8.33M as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 11,703 iShares MSCI ACWI ex US ETF shares in Q3 2023, an estimated $573K.
- iShares MSCI ACWI ex US ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #403 holding.
- JP Morgan Private Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2014 and has held it in 34 quarters since.
- JP Morgan Private Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $43.9M in Q4 2019.
- 422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.