Lehman & Derafelo Financial Resources’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-2,200	Closed	-$88K	–	112
2022 Q3	$88K	Hold	2,200	–	–	0.03%	108
2022 Q2	$99K	Buy	+2,200	New	+$106K	0.03%	109
2021 Q4	–	Sell	-2,200	Closed	-$122K	–	112
2021 Q3	$122K	Hold	2,200	–	–	0.04%	112
2021 Q2	$127K	Hold	2,200	–	–	0.03%	128
2021 Q1	$121K	Hold	2,200	–	–	0.03%	127
2020 Q4	$117K	Hold	2,200	–	–	0.04%	126
2020 Q3	$101K	Hold	2,200	–	–	0.03%	149
2020 Q2	$95K	Hold	2,200	–	–	0.03%	136
2020 Q1	$83K	Hold	2,200	–	–	0.03%	102
2019 Q4	$108K	Hold	2,200	–	–	0.04%	117
2019 Q3	$101K	Hold	2,200	–	–	0.04%	111
2019 Q2	$104K	Hold	2,200	–	–	0.04%	108
2019 Q1	$102K	Hold	2,200	–	–	0.04%	107
2018 Q4	$92K	Buy	+2,200	New	+$97K	0.05%	103

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Lehman & Derafelo Financial Resources's ACWX Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2022, closing a stake of 2,200 shares — an estimated $88K sold.

Lehman & Derafelo Financial Resources first reported a position in ACWX in Q4 2018 and held it in 14 quarters. The position peaked at $127K in Q2 2021. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 2,200 iShares MSCI ACWI ex US ETF shares in Q4 2022, an estimated $88K.
Lehman & Derafelo Financial Resources first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares MSCI ACWI ex US ETF position peaked at $127K in Q2 2021.
422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.