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Royal Harbor Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Royal Harbor Partners’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
Q3 		– Sell
-199,411
Closed -$9.82M – 52
2023
Q2 		$9.82M Buy
199,411
+8,284
+4% +$408K 4.81% 7
2023
Q1 		$9.32M Buy
+191,127
New +$9.21M 5% 5
2021
Q1 		– Sell
-79,545
Closed -$4.22M – 73
2020
Q4 		$4.22M Buy
79,545
+44,025
+124% +$2.18M 3.53% 5
2020
Q3 		$1.63M Buy
+35,520
New +$1.64M 1.53% 16

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Harbor Partners's ACWX Position: Q3 2023 in Review

Royal Harbor Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2023, closing a stake of 199,411 shares — an estimated $9.82M sold.

Royal Harbor Partners first reported a position in ACWX in Q3 2020 and held it in 4 quarters. The position peaked at $9.82M in Q2 2023. 422 funds tracked by Wall St. Rank hold ACWX as of Q3 2023.

  • Royal Harbor Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2023 after selling out during the quarter.
  • Royal Harbor Partners sold 199,411 iShares MSCI ACWI ex US ETF shares in Q3 2023, an estimated $9.82M.
  • Royal Harbor Partners first reported a position in iShares MSCI ACWI ex US ETF in Q3 2020 and held it in 4 quarters.
  • Royal Harbor Partners's iShares MSCI ACWI ex US ETF position peaked at $9.82M in Q2 2023.
  • 422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.