Plante Moran Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Plante Moran Financial 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
2024 Q2	–	Sell	-52	Closed	-$2.78K	–	789
2024 Q1	$2.78K	Buy	+52	New	+$2.67K	﹤0.01%	742
2016 Q1	–	Sell	-1,283	Closed	-$51K	–	847
2015 Q4	$51K	Buy	+1,283	New	+$52.5K	0.04%	272
2015 Q3	–	Sell	-515	Closed	-$23K	–	699
2015 Q2	$23K	Hold	515	–	–	0.02%	406
2015 Q1	$23K	Hold	515	–	–	0.02%	385
2014 Q4	$22K	Hold	515	–	–	0.02%	393
2014 Q3	$23K	Buy	+515	New	+$24.4K	0.02%	383

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

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

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

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

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plante Moran Financial Advisors's ACWX Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2024, closing a stake of 52 shares — an estimated $2.78K sold.

Plante Moran Financial Advisors first reported a position in ACWX in Q3 2014 and held it in 6 quarters. The position peaked at $51K in Q4 2015. 450 funds tracked by Wall St. Rank hold ACWX as of Q2 2024.

Plante Moran Financial Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 52 iShares MSCI ACWI ex US ETF shares in Q2 2024, an estimated $2.78K.
Plante Moran Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2014 and held it in 6 quarters.
Plante Moran Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $51K in Q4 2015.
450 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.