Murphy Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Murphy Capital Management’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
2022 Q2	$732K	Buy	16,280 +12,280	+307%	+$594K	0.1%	118
2022 Q1	$209K	Hold	4,000	–	–	0.02%	217
2021 Q4	$222K	Hold	4,000	–	–	0.02%	219
2021 Q3	$221K	Hold	4,000	–	–	0.03%	213
2021 Q2	$230K	Hold	4,000	–	–	0.03%	217
2021 Q1	$220K	Hold	4,000	–	–	0.03%	211
2020 Q4	$212K	Buy	+4,000	New	+$198K	0.03%	205
2020 Q1	–	Sell	-4,400	Closed	-$216K	–	192
2019 Q4	$216K	Sell	4,400 -50	-1%	-$2.38K	0.03%	218
2019 Q3	$204K	Hold	4,450	–	–	0.03%	225
2019 Q2	$208K	Hold	4,450	–	–	0.03%	227
2019 Q1	$205K	Buy	+4,450	New	+$200K	0.03%	234
2018 Q4	–	Sell	-7,035	Closed	-$335K	–	236
2018 Q3	$335K	Buy	+7,035	New	+$334K	0.05%	206
2018 Q2	–	Sell	-7,595	Closed	-$377K	–	272
2018 Q1	$377K	Sell	7,595 -900	-11%	-$45.8K	0.05%	197
2017 Q4	$424K	Buy	8,495 +200	+2%	+$9.86K	0.06%	190
2017 Q3	$401K	Hold	8,295	–	–	0.06%	200
2017 Q2	$378K	Buy	+8,295	New	+$375K	0.06%	201

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Murphy Capital Management's ACWX Position: Q2 2022 in Review

Murphy Capital Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 307% in Q2 2022, buying an estimated $594K and bringing the position to 16,280 shares worth $732K. The position accounts for 0.1% of the portfolio, ranked #118.

Murphy Capital Management first reported a position in ACWX in Q2 2017 and has held it in 16 quarters since. 392 funds tracked by Wall St. Rank hold ACWX as of Q2 2022.

Murphy Capital Management held 16,280 shares of iShares MSCI ACWI ex US ETF worth $732K as of Q2 2022.
Murphy Capital Management bought 12,280 iShares MSCI ACWI ex US ETF shares in Q2 2022, an estimated $594K.
iShares MSCI ACWI ex US ETF made up 0.1% of Murphy Capital Management's portfolio in Q2 2022, its #118 holding.
Murphy Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2017 and has held it in 16 quarters since.
392 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.