RWA
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RGT Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

RGT Wealth 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
2022
Q3 		– Sell
-27
Closed -$1K – 115
2022
Q2 		$1K Sell
27
-2,500
-99% -$121K ﹤0.01% 122
2022
Q1 		$132K Buy
2,527
+1,548
+158% +$82.5K 0.02% 84
2021
Q4 		$54K Buy
+979
New +$55.1K 0.01% 136

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RGT Wealth Advisors's ACWX Position: Q3 2022 in Review

RGT Wealth Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2022, closing a stake of 27 shares — an estimated $1K sold.

RGT Wealth Advisors first reported a position in ACWX in Q4 2021 and held it in 3 quarters. The position peaked at $132K in Q1 2022. 363 funds tracked by Wall St. Rank hold ACWX as of Q3 2022.

  • RGT Wealth Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 27 iShares MSCI ACWI ex US ETF shares in Q3 2022, an estimated $1K.
  • RGT Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and held it in 3 quarters.
  • RGT Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $132K in Q1 2022.
  • 363 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.