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

Mount Yale 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
2025 Q1	–	Sell	-25,338	Closed	-$1.32M	–	536
2024 Q4	$1.32M	Buy	+25,338	New	+$1.39M	0.11%	161
2024 Q1	–	Sell	-114,202	Closed	-$5.83M	–	535
2023 Q4	$5.83M	Buy	+114,202	New	+$5.5M	0.55%	32
2023 Q1	–	Sell	-243,627	Closed	-$11.1M	–	483
2022 Q4	$11.1M	Buy	+243,627	New	+$10.7M	1.26%	4
2022 Q2	–	Sell	-6,089	Closed	-$318K	–	456
2022 Q1	$318K	Buy	+6,089	New	+$324K	0.03%	351
2021 Q1	–	Sell	-52,212	Closed	-$2.77M	–	409
2020 Q4	$2.77M	Buy	+52,212	New	+$2.59M	0.39%	70

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mount Yale Investment Advisors's ACWX Position: Q1 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2025, closing a stake of 25,338 shares — an estimated $1.32M sold.

Mount Yale Investment Advisors first reported a position in ACWX in Q4 2020 and held it in 5 quarters. The position peaked at $11.1M in Q4 2022. 499 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

Mount Yale Investment Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 25,338 iShares MSCI ACWI ex US ETF shares in Q1 2025, an estimated $1.32M.
Mount Yale Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 5 quarters.
Mount Yale Investment Advisors's iShares MSCI ACWI ex US ETF position peaked at $11.1M in Q4 2022.
499 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.