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 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

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GAB

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

McKinley Capital Management's ACWX Position: Q1 2023 in Review

McKinley Capital Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2023, closing a stake of 4,531 shares — an estimated $206K sold.

McKinley Capital Management first reported a position in ACWX in Q3 2017 and held it in 6 quarters. The position peaked at $478K in Q4 2018. 408 funds tracked by Wall St. Rank hold ACWX as of Q1 2023.

McKinley Capital Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
McKinley Capital Management sold 4,531 iShares MSCI ACWI ex US ETF shares in Q1 2023, an estimated $206K.
McKinley Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2017 and held it in 6 quarters.
McKinley Capital Management's iShares MSCI ACWI ex US ETF position peaked at $478K in Q4 2018.
408 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2023.

Based on McKinley Capital Management's 13F filing for Q1 2023, filed 11 May 2023.