LF
ACWX icon

Lee Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Lee Financial’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
-298
Closed -$15.2K – 153
2023
Q4 		$15.2K Sell
298
-1,150
-79% -$55.3K ﹤0.01% 359
2023
Q3 		$68.1K Sell
1,448
-250
-15% -$12.2K 0.01% 189
2023
Q2 		$83.6K Sell
1,698
-24
-1% -$1.18K 0.01% 182
2023
Q1 		$84K Sell
1,722
-676
-28% -$32.6K 0.01% 190
2022
Q4 		$109K Buy
+2,398
New +$105K 0.02% 187

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

Lee Financial's ACWX Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2024, closing a stake of 298 shares — an estimated $15.2K sold.

Lee Financial first reported a position in ACWX in Q4 2022 and held it in 5 quarters. The position peaked at $109K in Q4 2022. 441 funds tracked by Wall St. Rank hold ACWX as of Q1 2024.

  • Lee Financial reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 298 iShares MSCI ACWI ex US ETF shares in Q1 2024, an estimated $15.2K.
  • Lee Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 5 quarters.
  • Lee Financial's iShares MSCI ACWI ex US ETF position peaked at $109K in Q4 2022.
  • 441 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.