MassMutual Private Wealth & Trust’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q1	–	Sell	-6,295	Closed	-$328K	–	2358
2024 Q4	$328K	Buy	+6,295	New	+$344K	0.01%	376
2024 Q1	–	Sell	-50,567	Closed	-$2.58M	–	2041
2023 Q4	$2.58M	Buy	50,567 +40,563	+405%	+$1.95M	0.09%	174
2023 Q3	$470K	Buy	10,004 +9,560	+2,153%	+$468K	0.02%	294
2023 Q2	$21.9K	Buy	444 +180	+68%	+$8.86K	﹤0.01%	742
2023 Q1	$12.9K	Sell	264 -17,345	-99%	-$835K	﹤0.01%	857
2022 Q4	$801K	Buy	+17,609	New	+$772K	0.03%	242

Other funds holding ACWX

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

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

MassMutual Private Wealth & Trust's ACWX Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2025, closing a stake of 6,295 shares — an estimated $328K sold.

MassMutual Private Wealth & Trust first reported a position in ACWX in Q4 2022 and held it in 6 quarters. The position peaked at $2.58M in Q4 2023. 499 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 6,295 iShares MSCI ACWI ex US ETF shares in Q1 2025, an estimated $328K.
MassMutual Private Wealth & Trust first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 6 quarters.
MassMutual Private Wealth & Trust's iShares MSCI ACWI ex US ETF position peaked at $2.58M in Q4 2023.
499 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.