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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $564B AUM 30.12% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return