MCC
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Money Concepts Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Money Concepts Capital’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
-4,524
Closed -$206K – 486
2022
Q4 		$206K Buy
+4,524
New +$198K 0.01% 668
2022
Q3 		– Sell
-2,475
Closed -$110K – 1538
2022
Q2 		$111K Sell
2,475
-996
-29% -$48.2K 0.01% 544
2022
Q1 		$181K Buy
3,471
+996
+40% +$53.1K 0.01% 776
2021
Q4 		$138K Buy
+2,475
New +$139K 0.01% 524
2021
Q1 		$137K Hold
2,475
– – 0.01% 494
2020
Q4 		$131K Buy
+2,475
New +$123K 0.01% 447

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