PCA
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Personal Capital Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Personal Capital 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
2022
Q4 		$371K Hold
8,149
– – ﹤0.01% 345
2022
Q3 		$326K Hold
8,149
– – ﹤0.01% 344
2022
Q2 		$367K Hold
8,149
– – ﹤0.01% 310
2022
Q1 		$426K Hold
8,149
– – ﹤0.01% 331
2021
Q4 		$453K Sell
8,149
-28
-0.3% -$1.57K ﹤0.01% 351
2021
Q3 		$453K Buy
8,177
+28
+0.3% +$1.59K ﹤0.01% 324
2021
Q2 		$469K Hold
8,149
– – ﹤0.01% 319
2021
Q1 		$450K Hold
8,149
– – ﹤0.01% 321
2020
Q4 		$432K Hold
8,149
– – ﹤0.01% 321
2020
Q3 		$375K Hold
8,149
– – ﹤0.01% 307
2020
Q2 		$352K Hold
8,149
– – ﹤0.01% 273
2020
Q1 		$307K Sell
8,149
-432
-5% -$19.4K ﹤0.01% 282
2019
Q4 		$421K Buy
+8,581
New +$409K ﹤0.01% 282

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return