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Milestone Investment Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Milestone Investment Advisors’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
-27
Closed -$1.23K – 445
2022
Q4 		$1.23K Buy
+27
New +$1.18K ﹤0.01% 120

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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B AUM 27.57% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Milestone Investment Advisors's ACWX Position: Q1 2023 in Review

Milestone Investment Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2023, closing a stake of 27 shares — an estimated $1.23K sold.

Milestone Investment Advisors first reported a position in ACWX in Q4 2022 and held it in 1 quarter. The position peaked at $1.23K in Q4 2022. 407 funds tracked by Wall St. Rank hold ACWX as of Q1 2023.

  • Milestone Investment Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 27 iShares MSCI ACWI ex US ETF shares in Q1 2023, an estimated $1.23K.
  • Milestone Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 1 quarter.
  • Milestone Investment Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.23K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2023.

Based on Milestone Investment Advisors's 13F filing for Q1 2023, filed 16 May 2023.