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Romano Brothers & Co’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Romano Brothers & Co’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
-631
Closed -$28.7K – 311
2022
Q4 		$28.7K Buy
+631
New +$27.7K ﹤0.01% 564

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

Romano Brothers & Co's ACWX Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2023, closing a stake of 631 shares — an estimated $28.7K sold.

Romano Brothers & Co first reported a position in ACWX in Q4 2022 and held it in 1 quarter. The position peaked at $28.7K in Q4 2022. 407 funds tracked by Wall St. Rank hold ACWX as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 631 iShares MSCI ACWI ex US ETF shares in Q1 2023, an estimated $28.7K.
  • Romano Brothers & Co first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares MSCI ACWI ex US ETF position peaked at $28.7K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.