KFS
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Kelly Financial Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Kelly Financial Services’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
-75
Closed -$3.98K – 120
2024
Q2 		$3.98K Hold
75
– – ﹤0.01% 515
2024
Q1 		$4K Hold
75
– – ﹤0.01% 521
2023
Q4 		$3.83K Hold
75
– – ﹤0.01% 505
2023
Q3 		$3.53K Buy
75
+68
+971% +$3.33K ﹤0.01% 492
2023
Q2 		$345 Hold
7
– – ﹤0.01% 673
2023
Q1 		$341 Hold
7
– – ﹤0.01% 652
2022
Q4 		$319 Hold
7
– – ﹤0.01% 628
2022
Q3 		$280 Hold
7
– – ﹤0.01% 641
2022
Q2 		$315 Hold
7
– – ﹤0.01% 626
2022
Q1 		$366 Hold
7
– – ﹤0.01% 627
2021
Q4 		$389 Hold
7
– – ﹤0.01% 633
2021
Q3 		$388 Sell
7
-396
-98% -$22.6K ﹤0.01% 612
2021
Q2 		$7K Buy
403
+396
+5,657% +$22.7K ﹤0.01% 600
2021
Q1 		$386 Hold
7
– – ﹤0.01% 593
2020
Q4 		$371 Hold
7
– – ﹤0.01% 555
2020
Q3 		$322 Sell
7
-103
-94% -$4.75K ﹤0.01% 532
2020
Q2 		$4.77K Sell
110
-46
-29% -$1.88K ﹤0.01% 341
2020
Q1 		$5.87K Hold
156
– – 0.01% 276
2019
Q4 		$7.65K Sell
156
-69
-31% -$3.29K 0.01% 260
2019
Q3 		$10.4K Sell
225
-9
-4% -$412 0.01% 224
2019
Q2 		$10.9K Sell
234
-106,516
-100% -$4.95M 0.01% 214
2019
Q1 		$4.94M Buy
+106,750
New +$4.81M 5.49% 5

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 $2.54B AUM 23.56% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 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 $15.4B AUM 21.7% 1-Year Est. Return

Kelly Financial Services's ACWX Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2024, closing a stake of 75 shares — an estimated $3.98K sold.

Kelly Financial Services first reported a position in ACWX in Q1 2019 and held it in 22 quarters. The position peaked at $4.94M in Q1 2019. 458 funds tracked by Wall St. Rank hold ACWX as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 75 iShares MSCI ACWI ex US ETF shares in Q3 2024, an estimated $3.98K.
  • Kelly Financial Services first reported a position in iShares MSCI ACWI ex US ETF in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's iShares MSCI ACWI ex US ETF position peaked at $4.94M in Q1 2019.
  • 458 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.