MCM
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McKinley Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

McKinley Capital 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
Q1 		– Sell
-4,531
Closed -$206K – 161
2022
Q4 		$206K Buy
+4,531
New +$199K 0.03% 165
2019
Q1 		– Sell
-11,399
Closed -$478K – 275
2018
Q4 		$478K Buy
11,399
+9,738
+586% +$429K 0.04% 158
2018
Q3 		$79K Buy
+1,661
New +$79K 0.01% 270
2018
Q2 		– Sell
-153
Closed -$8K – 301
2018
Q1 		$8K Sell
153
-312
-67% -$15.9K ﹤0.01% 323
2017
Q4 		$23K Buy
465
+312
+204% +$15.4K ﹤0.01% 324
2017
Q3 		$7K Buy
+153
New +$7.22K ﹤0.01% 338

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return