SPWG
ACWX icon

Sage Private Wealth Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sage Private Wealth 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
2024
Q2 		– Sell
-4,545
Closed -$243K – 87
2024
Q1 		$243K Sell
4,545
-6,911
-60% -$355K 0.19% 73
2023
Q4 		$585K Buy
+11,456
New +$551K 0.52% 20

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sage Private Wealth Group's ACWX Position: Q2 2024 in Review

Sage Private Wealth Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2024, closing a stake of 4,545 shares — an estimated $243K sold.

Sage Private Wealth Group first reported a position in ACWX in Q4 2023 and held it in 2 quarters. The position peaked at $585K in Q4 2023. 448 funds tracked by Wall St. Rank hold ACWX as of Q2 2024.

  • Sage Private Wealth Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2024 after selling out during the quarter.
  • Sage Private Wealth Group sold 4,545 iShares MSCI ACWI ex US ETF shares in Q2 2024, an estimated $243K.
  • Sage Private Wealth Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and held it in 2 quarters.
  • Sage Private Wealth Group's iShares MSCI ACWI ex US ETF position peaked at $585K in Q4 2023.
  • 448 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2024.

Based on Sage Private Wealth Group's 13F filing for Q2 2024, filed 29 Jan 2025.