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 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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Personal Capital Advisors's ACWX Position: Q4 2022 in Review

Personal Capital Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q4 2022 at 8,149 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Personal Capital Advisors first reported a position in ACWX in Q4 2019 and has held it in 13 quarters since. The position peaked at $469K in Q2 2021. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

Personal Capital Advisors held 8,149 shares of iShares MSCI ACWI ex US ETF worth $371K as of Q4 2022.
Personal Capital Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q4 2022.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #345 holding.
Personal Capital Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and has held it in 13 quarters since.
Personal Capital Advisors's iShares MSCI ACWI ex US ETF position peaked at $469K in Q2 2021.
422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.