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Retirement Financial Solutions’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Retirement Financial Solutions’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
-24
Closed -$1.09K – 38
2022
Q4 		$1.09K Buy
+24
New +$1.05K ﹤0.01% 245

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Retirement Financial Solutions's ACWX Position: Q1 2023 in Review

Retirement Financial Solutions sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2023, closing a stake of 24 shares — an estimated $1.09K sold.

Retirement Financial Solutions first reported a position in ACWX in Q4 2022 and held it in 1 quarter. The position peaked at $1.09K in Q4 2022. 407 funds tracked by Wall St. Rank hold ACWX as of Q1 2023.

  • Retirement Financial Solutions reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 24 iShares MSCI ACWI ex US ETF shares in Q1 2023, an estimated $1.09K.
  • Retirement Financial Solutions first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's iShares MSCI ACWI ex US ETF position peaked at $1.09K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.