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Lenox Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Lenox Wealth Advisors’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
Q1 		$18K Sell
348
-1,537
-82% -$81.9K ﹤0.01% 392
2021
Q4 		$105K Hold
1,885
– – 0.01% 166
2021
Q3 		$104K Buy
1,885
+1,537
+442% +$87.6K 0.01% 154
2021
Q2 		$20K Hold
348
– – ﹤0.01% 356
2021
Q1 		$19K Hold
348
– – ﹤0.01% 317
2020
Q4 		$18K Buy
+348
New +$17.3K ﹤0.01% 331

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Lenox Wealth Advisors's ACWX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 82% in Q1 2022, selling an estimated $81.9K and leaving 348 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Lenox Wealth Advisors first reported a position in ACWX in Q4 2020 and has held it in 6 quarters since. The position peaked at $105K in Q4 2021. 403 funds tracked by Wall St. Rank hold ACWX as of Q1 2022.

  • Lenox Wealth Advisors held 348 shares of iShares MSCI ACWI ex US ETF worth $18K as of Q1 2022.
  • Lenox Wealth Advisors sold 1,537 iShares MSCI ACWI ex US ETF shares in Q1 2022, an estimated $81.9K.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #392 holding.
  • Lenox Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 6 quarters since.
  • Lenox Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $105K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.