Reston Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Reston Wealth Management’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 Q4	–	Sell	-1,211	Closed	-$69.3K	–	55
2024 Q3	$69.3K	Buy	+1,211	New	+$66K	0.03%	110
2022 Q4	–	Sell	-5,482	Closed	-$219K	–	48
2022 Q3	$219K	Hold	5,482	–	–	0.13%	45
2022 Q2	$247K	Buy	5,482 +73	+1%	+$3.53K	0.14%	50
2022 Q1	$283K	Buy	5,409 +5	+0.1%	+$266	0.15%	44
2021 Q4	$300K	Buy	5,404 +58	+1%	+$3.26K	0.15%	42
2021 Q3	$296K	Hold	5,346	–	–	0.15%	39
2021 Q2	$307K	Buy	5,346 +40	+0.8%	+$2.3K	0.15%	37
2021 Q1	$293K	Buy	+5,306	New	+$293K	0.15%	36

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

GAB

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

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

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

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

RFC

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

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

Reston Wealth Management's ACWX Position: Q4 2024 in Review

Reston Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2024, closing a stake of 1,211 shares — an estimated $69.3K sold.

Reston Wealth Management first reported a position in ACWX in Q1 2021 and held it in 8 quarters. The position peaked at $307K in Q2 2021. 500 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

Reston Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 1,211 iShares MSCI ACWI ex US ETF shares in Q4 2024, an estimated $69.3K.
Reston Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and held it in 8 quarters.
Reston Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $307K in Q2 2021.
500 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.