Psagot Value Holdings’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Psagot Value Holdings’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
2021 Q4	–	Sell	-14,750	Closed	-$817K	–	368
2021 Q3	$817K	Sell	14,750 -14,750	-50%	-$840K	0.14%	122
2021 Q2	$1.7M	Hold	29,500	–	–	0.06%	125
2021 Q1	$1.63M	Hold	29,500	–	–	0.04%	165
2020 Q4	$1.56M	Buy	29,500 +9,050	+44%	+$449K	0.04%	153
2020 Q3	$940K	Sell	20,450 -17,850	-47%	-$822K	0.02%	173
2020 Q2	$1.66M	Buy	38,300 +7,450	+24%	+$304K	0.05%	125
2020 Q1	$1.16M	Sell	30,850 -750	-2%	-$33.7K	0.05%	132
2019 Q4	$1.55M	Buy	+31,600	New	+$1.51M	0.05%	154

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGIW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RFC

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Psagot Value Holdings's ACWX Position: Q4 2021 in Review

Psagot Value Holdings sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2021, closing a stake of 14,750 shares — an estimated $817K sold.

Psagot Value Holdings first reported a position in ACWX in Q4 2019 and held it in 8 quarters. The position peaked at $1.7M in Q2 2021. 399 funds tracked by Wall St. Rank hold ACWX as of Q4 2021.

Psagot Value Holdings reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2021 after selling out during the quarter.
Psagot Value Holdings sold 14,750 iShares MSCI ACWI ex US ETF shares in Q4 2021, an estimated $817K.
Psagot Value Holdings first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and held it in 8 quarters.
Psagot Value Holdings's iShares MSCI ACWI ex US ETF position peaked at $1.7M in Q2 2021.
399 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2021.

Based on Psagot Value Holdings's 13F filing for Q4 2021, filed 14 Mar 2022.