Next Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Next Financial Group’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
2021 Q4	$183K	Buy	3,290 +1,390	+73%	+$78.2K	0.01%	931
2021 Q3	$105K	Sell	1,900 -45	-2%	-$2.56K	0.01%	1089
2021 Q2	$112K	Buy	1,945 +1,080	+125%	+$62K	0.01%	1062
2021 Q1	$48K	Buy	+865	New	+$47.8K	﹤0.01%	1295
2017 Q4	–	Sell	-169	Closed	-$8K	–	289
2017 Q3	$8K	Buy	169 +100	+145%	+$4.72K	﹤0.01%	1279
2017 Q2	$3K	Hold	69	–	–	﹤0.01%	1645
2017 Q1	$3K	Buy	+69	New	+$2.92K	﹤0.01%	1605
2015 Q3	–	Sell	-265	Closed	-$11K	–	1803
2015 Q2	$11K	Sell	265 -51,194	-99%	-$2.38M	﹤0.01%	1220
2015 Q1	$2.3M	Sell	51,459 -8,422	-14%	-$370K	0.74%	19
2014 Q4	$2.58M	Buy	59,881 +3,775	+7%	+$167K	0.86%	17
2014 Q3	$2.55M	Buy	+56,106	New	+$2.66M	0.51%	26

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

RFC

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Next Financial Group's ACWX Position: Q4 2021 in Review

Next Financial Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 73% in Q4 2021, buying an estimated $78.2K and bringing the position to 3,290 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #931.

Next Financial Group first reported a position in ACWX in Q3 2014 and has held it in 11 quarters since. The position peaked at $2.58M in Q4 2014. 399 funds tracked by Wall St. Rank hold ACWX as of Q4 2021.

Next Financial Group held 3,290 shares of iShares MSCI ACWI ex US ETF worth $183K as of Q4 2021.
Next Financial Group bought 1,390 iShares MSCI ACWI ex US ETF shares in Q4 2021, an estimated $78.2K.
iShares MSCI ACWI ex US ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #931 holding.
Next Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q3 2014 and has held it in 11 quarters since.
Next Financial Group's iShares MSCI ACWI ex US ETF position peaked at $2.58M in Q4 2014.
399 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.