Ken Fisher
ACWX icon

Ken Fisher’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Ken Fisher’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
2021
Q3 		– Sell
-5,175
Closed -$298K – 939
2021
Q2 		$298K Sell
5,175
-1,545
-23% -$88.7K ﹤0.01% 804
2021
Q1 		$371K Buy
6,720
+2,777
+70% +$153K ﹤0.01% 748
2020
Q4 		$209K Buy
+3,943
New +$196K ﹤0.01% 862
2019
Q4 		– Sell
-5,376
Closed -$248K – 823
2019
Q3 		$248K Buy
+5,376
New +$246K ﹤0.01% 760
2018
Q1 		– Sell
-4,744
Closed -$237K – 772
2017
Q4 		$237K Sell
4,744
-3,015
-39% -$149K ﹤0.01% 789
2017
Q3 		$375K Sell
7,759
-1,736
-18% -$81.9K ﹤0.01% 653
2017
Q2 		$433K Buy
+9,495
New +$429K ﹤0.01% 610
2016
Q4 		– Sell
-6,175
Closed -$256K – 739
2016
Q3 		$256K Buy
6,175
+800
+15% +$32.5K ﹤0.01% 641
2016
Q2 		$211K Buy
+5,375
New +$213K ﹤0.01% 657

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Ken Fisher's ACWX Position: Q3 2021 in Review

Ken Fisher sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2021, closing a stake of 5,175 shares — an estimated $298K sold.

Ken Fisher first reported a position in ACWX in Q2 2016 and held it in 9 quarters. The position peaked at $433K in Q2 2017. 357 funds tracked by Wall St. Rank hold ACWX as of Q3 2021.

  • Ken Fisher reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2021 after selling out during the quarter.
  • Ken Fisher sold 5,175 iShares MSCI ACWI ex US ETF shares in Q3 2021, an estimated $298K.
  • Ken Fisher first reported a position in iShares MSCI ACWI ex US ETF in Q2 2016 and held it in 9 quarters.
  • Ken Fisher's iShares MSCI ACWI ex US ETF position peaked at $433K in Q2 2017.
  • 357 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2021.

Based on Fisher Asset Management's 13F filing for Q3 2021, filed 26 Oct 2021.