RCA
ACWX icon

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

Ranch 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
2023
Q1 		– Sell
-7,505
Closed -$341K – 147
2022
Q4 		$341K Sell
7,505
-54
-0.7% -$2.37K 0.27% 106
2022
Q3 		$302K Sell
7,559
-816
-10% -$36.3K 0.25% 109
2022
Q2 		$377K Sell
8,375
-2,106
-20% -$102K 0.29% 96
2022
Q1 		$548K Sell
10,481
-1,223
-10% -$65.1K 0.36% 84
2021
Q4 		$651K Sell
11,704
-873
-7% -$49.1K 0.42% 75
2021
Q3 		$697K Sell
12,577
-293
-2% -$16.7K 0.44% 70
2021
Q2 		$740K Buy
12,870
+1,544
+14% +$88.6K 0.45% 69
2021
Q1 		$625K Buy
11,326
+605
+6% +$33.4K 0.41% 74
2020
Q4 		$568K Buy
10,721
+1,278
+14% +$63.4K 0.41% 76
2020
Q3 		$450K Buy
9,443
+611
+7% +$28.2K 0.36% 83
2020
Q2 		$406K Buy
+8,832
New +$361K 0.32% 86

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Ranch Capital Advisors's ACWX Position: Q1 2023 in Review

Ranch Capital Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2023, closing a stake of 7,505 shares — an estimated $341K sold.

Ranch Capital Advisors first reported a position in ACWX in Q2 2020 and held it in 11 quarters. The position peaked at $740K in Q2 2021. 408 funds tracked by Wall St. Rank hold ACWX as of Q1 2023.

  • Ranch Capital Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
  • Ranch Capital Advisors sold 7,505 iShares MSCI ACWI ex US ETF shares in Q1 2023, an estimated $341K.
  • Ranch Capital Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2020 and held it in 11 quarters.
  • Ranch Capital Advisors's iShares MSCI ACWI ex US ETF position peaked at $740K in Q2 2021.
  • 408 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2023.

Based on Ranch Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.