Mader & Shannon Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Mader & Shannon 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
2023 Q3	–	Sell	-213,484	Closed	-$10.5M	–	13
2023 Q2	$10.5M	Buy	213,484 +7,893	+4%	+$389K	6.49%	6
2023 Q1	$10M	Sell	205,591 -19,561	-9%	-$942K	6.61%	4
2022 Q4	$10.2M	Buy	+225,152	New	+$9.88M	6.78%	4
2018 Q4	–	Sell	-204,245	Closed	-$9.74M	–	15
2018 Q3	$9.74M	Buy	+204,245	New	+$9.71M	7.55%	4
2017 Q2	–	Sell	-360,541	Closed	-$15.7M	–	13
2017 Q1	$15.7M	Buy	+360,541	New	+$15.3M	11.28%	4

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mader & Shannon Wealth Management's ACWX Position: Q3 2023 in Review

Mader & Shannon Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2023, closing a stake of 213,484 shares — an estimated $10.5M sold.

Mader & Shannon Wealth Management first reported a position in ACWX in Q1 2017 and held it in 5 quarters. The position peaked at $15.7M in Q1 2017. 422 funds tracked by Wall St. Rank hold ACWX as of Q3 2023.

Mader & Shannon Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2023 after selling out during the quarter.
Mader & Shannon Wealth Management sold 213,484 iShares MSCI ACWI ex US ETF shares in Q3 2023, an estimated $10.5M.
Mader & Shannon Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2017 and held it in 5 quarters.
Mader & Shannon Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $15.7M in Q1 2017.
422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2023.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.