RWG
ACWX icon

Regal Wealth Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Regal Wealth Group’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
Q2 		– Sell
-3,136
Closed -$173K – 53
2021
Q1 		$173K Hold
3,136
– – 0.1% 45
2020
Q4 		$166K Buy
3,136
+29
+0.9% +$1.44K 0.1% 46
2020
Q3 		$143K Buy
3,107
+1
+0% +$46 0.11% 49
2020
Q2 		$134K Buy
3,106
+35
+1% +$1.43K 0.11% 49
2020
Q1 		$116K Hold
3,071
– – 0.11% 48
2019
Q4 		$151K Buy
3,071
+49
+2% +$2.34K 0.1% 47
2019
Q3 		$139K Hold
3,022
– – 0.1% 47
2019
Q2 		$141K Buy
3,022
+51
+2% +$2.37K 0.1% 48
2019
Q1 		$137K Buy
2,971
+1
+0% +$45 0.1% 48
2018
Q4 		$125K Buy
2,970
+26
+0.9% +$1.15K 0.11% 48
2018
Q3 		$140K Sell
2,944
-1
-0% -$48 0.1% 49
2018
Q2 		$139K Buy
+2,945
New +$146K 0.15% 47
2016
Q4 		– Sell
-1,064
Closed -$44K – 158
2016
Q3 		$44K Hold
1,064
– – 0.04% 66
2016
Q2 		$41K Buy
1,064
+21
+2% +$834 0.04% 67
2016
Q1 		$41K Hold
1,043
– – 0.04% 67
2015
Q4 		$41K Buy
+1,043
New +$42.7K 0.04% 68

Other funds holding ACWX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Regal Wealth Group's ACWX Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2021, closing a stake of 3,136 shares — an estimated $173K sold.

Regal Wealth Group first reported a position in ACWX in Q4 2015 and held it in 16 quarters. The position peaked at $173K in Q1 2021. 348 funds tracked by Wall St. Rank hold ACWX as of Q2 2021.

  • Regal Wealth Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 3,136 iShares MSCI ACWI ex US ETF shares in Q2 2021, an estimated $173K.
  • Regal Wealth Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and held it in 16 quarters.
  • Regal Wealth Group's iShares MSCI ACWI ex US ETF position peaked at $173K in Q1 2021.
  • 348 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.