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

NovaPoint Capital’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	-4,597	Closed	-$240K	–	138
2024 Q4	$240K	Hold	4,597	–	–	0.07%	120
2024 Q3	$263K	Hold	4,597	–	–	0.08%	117
2024 Q2	$244K	Buy	4,597 +93	+2%	+$4.96K	0.08%	121
2024 Q1	$240K	Hold	4,504	–	–	0.08%	122
2023 Q4	$230K	Hold	4,504	–	–	0.09%	122
2023 Q3	$212K	Hold	4,504	–	–	0.08%	127
2023 Q2	$222K	Buy	4,504 +71	+2%	+$3.5K	0.08%	124
2023 Q1	$216K	Hold	4,433	–	–	0.09%	123
2022 Q4	$202K	Buy	+4,433	New	+$194K	0.09%	121
2022 Q2	–	Sell	-4,396	Closed	-$230K	–	126
2022 Q1	$230K	Hold	4,396	–	–	0.08%	129
2021 Q4	$244K	Hold	4,396	–	–	0.09%	123
2021 Q3	$244K	Hold	4,396	–	–	0.1%	116
2021 Q2	$253K	Hold	4,396	–	–	0.1%	104
2021 Q1	$243K	Hold	4,396	–	–	0.11%	100
2020 Q4	$233K	Hold	4,396	–	–	0.12%	100
2020 Q3	$202K	Buy	+4,396	New	+$203K	0.13%	99
2020 Q2	–	Sell	-5,533	Closed	-$208K	–	88
2020 Q1	$208K	Hold	5,533	–	–	0.19%	86
2019 Q4	$272K	Buy	+5,533	New	+$264K	0.21%	92

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

NovaPoint Capital's ACWX Position: Q1 2025 in Review

NovaPoint Capital sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2025, closing a stake of 4,597 shares — an estimated $240K sold.

NovaPoint Capital first reported a position in ACWX in Q4 2019 and held it in 18 quarters. The position peaked at $272K in Q4 2019. 500 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

NovaPoint Capital reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2025 after selling out during the quarter.
NovaPoint Capital sold 4,597 iShares MSCI ACWI ex US ETF shares in Q1 2025, an estimated $240K.
NovaPoint Capital first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and held it in 18 quarters.
NovaPoint Capital's iShares MSCI ACWI ex US ETF position peaked at $272K in Q4 2019.
500 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on NovaPoint Capital's 13F filing for Q1 2025, filed 28 Apr 2025.