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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
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
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Royal Bank of Canada
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

Money Concepts Capital's ACWX Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2023, closing a stake of 4,524 shares — an estimated $206K sold.

Money Concepts Capital first reported a position in ACWX in Q4 2020 and held it in 6 quarters. The position peaked at $206K in Q4 2022. 408 funds tracked by Wall St. Rank hold ACWX as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4,524 iShares MSCI ACWI ex US ETF shares in Q1 2023, an estimated $206K.
  • Money Concepts Capital first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 6 quarters.
  • Money Concepts Capital's iShares MSCI ACWI ex US ETF position peaked at $206K in Q4 2022.
  • 408 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.