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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
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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return