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Morningstar Investment Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-17,460
Closed -$1M – 148
2024
Q3 		$1M Buy
17,460
+7,948
+84% +$433K 0.01% 209
2024
Q2 		$505K Buy
+9,512
New +$507K 0.01% 249

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Morningstar Investment Services's ACWX Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2024, closing a stake of 17,460 shares — an estimated $1M sold.

Morningstar Investment Services first reported a position in ACWX in Q2 2024 and held it in 2 quarters. The position peaked at $1M in Q3 2024. 499 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 17,460 iShares MSCI ACWI ex US ETF shares in Q4 2024, an estimated $1M.
  • Morningstar Investment Services first reported a position in iShares MSCI ACWI ex US ETF in Q2 2024 and held it in 2 quarters.
  • Morningstar Investment Services's iShares MSCI ACWI ex US ETF position peaked at $1M in Q3 2024.
  • 499 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.