NEIRG Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

NEIRG Wealth 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
2023 Q3	–	Sell	-12,321	Closed	-$606K	–	4
2023 Q2	$606K	Sell	12,321 -6,252	-34%	-$308K	0.11%	93
2023 Q1	$906K	Sell	18,573 -1,421	-7%	-$68.4K	0.16%	87
2022 Q4	$910K	Buy	+19,994	New	+$877K	0.17%	92

Other funds holding ACWX

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

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

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

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

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

NEIRG Wealth Management's ACWX Position: Q3 2023 in Review

NEIRG Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2023, closing a stake of 12,321 shares — an estimated $606K sold.

NEIRG Wealth Management first reported a position in ACWX in Q4 2022 and held it in 3 quarters. The position peaked at $910K in Q4 2022. 422 funds tracked by Wall St. Rank hold ACWX as of Q3 2023.

NEIRG Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 12,321 iShares MSCI ACWI ex US ETF shares in Q3 2023, an estimated $606K.
NEIRG Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 3 quarters.
NEIRG Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $910K in Q4 2022.
422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.