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Lake Street Advisors Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Lake Street Advisors Group’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
Q1 		– Sell
-4,654
Closed -$238K – 657
2023
Q4 		$238K Buy
+4,654
New +$224K 0.01% 503
2018
Q1 		– Sell
-4,544
Closed -$227K – 316
2017
Q4 		$227K Buy
+4,544
New +$224K 0.03% 297

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lake Street Advisors Group's ACWX Position: Q1 2024 in Review

Lake Street Advisors Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2024, closing a stake of 4,654 shares — an estimated $238K sold.

Lake Street Advisors Group first reported a position in ACWX in Q4 2017 and held it in 2 quarters. The position peaked at $238K in Q4 2023. 441 funds tracked by Wall St. Rank hold ACWX as of Q1 2024.

  • Lake Street Advisors Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 4,654 iShares MSCI ACWI ex US ETF shares in Q1 2024, an estimated $238K.
  • Lake Street Advisors Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and held it in 2 quarters.
  • Lake Street Advisors Group's iShares MSCI ACWI ex US ETF position peaked at $238K in Q4 2023.
  • 441 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2024.

Based on Lake Street Advisors Group's 13F filing for Q1 2024, filed 13 May 2024.