LWM
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Liberty Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-91
Closed -$5K – 174
2021
Q3 		$5K Hold
91
– – ﹤0.01% 936
2021
Q2 		$5K Buy
+91
New +$5.22K ﹤0.01% 776

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Liberty Wealth Management's ACWX Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2021, closing a stake of 91 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in ACWX in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 399 funds tracked by Wall St. Rank hold ACWX as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 91 iShares MSCI ACWI ex US ETF shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $5K in Q3 2021.
  • 399 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.