SFMG
ACWX icon

Sage Financial Management Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sage Financial Management Group’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
2021
Q2 		– Sell
-300
Closed -$17K – 28
2021
Q1 		$17K Buy
+300
New +$16.6K 0.01% 88

Other funds holding ACWX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sage Financial Management Group's ACWX Position: Q2 2021 in Review

Sage Financial Management Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2021, closing a stake of 300 shares — an estimated $17K sold.

Sage Financial Management Group first reported a position in ACWX in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 348 funds tracked by Wall St. Rank hold ACWX as of Q2 2021.

  • Sage Financial Management Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 300 iShares MSCI ACWI ex US ETF shares in Q2 2021, an estimated $17K.
  • Sage Financial Management Group first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's iShares MSCI ACWI ex US ETF position peaked at $17K in Q1 2021.
  • 348 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.