Sandy Spring Bank’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sandy Spring Bank’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
2025 Q1	$1.44K	Buy	+26	New	+$1.43K	﹤0.01%	1067
2022 Q2	–	Sell	-175	Closed	-$9K	–	1121
2022 Q1	$9K	Sell	175 -75	-30%	-$4K	﹤0.01%	864
2021 Q4	$14K	Hold	250	–	–	﹤0.01%	825
2021 Q3	$14K	Buy	+250	New	+$14.2K	﹤0.01%	813
2018 Q3	–	Sell	-1	Closed	–	–	768
2018 Q2	$0	Buy	+1	New	+$50	﹤0.01%	757
2017 Q2	–	Sell	-70	Closed	-$3K	–	832
2017 Q1	$3K	Hold	70	–	–	﹤0.01%	779
2016 Q4	$3K	Hold	70	–	–	﹤0.01%	774
2016 Q3	$3K	Hold	70	–	–	﹤0.01%	767
2016 Q2	$3K	Hold	70	–	–	﹤0.01%	816
2016 Q1	$3K	Buy	+70	New	+$2.62K	﹤0.01%	848
2015 Q4	–	Sell	-45	Closed	-$2K	–	922
2015 Q3	$2K	Buy	+45	New	+$1.89K	﹤0.01%	862

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sandy Spring Bank's ACWX Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q1 2025: 26 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in ACWX as recently as Q1 2022.

Sandy Spring Bank first reported a position in ACWX in Q3 2015 and has held it in 11 quarters since. The position peaked at $14K in Q4 2021. 498 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

Sandy Spring Bank held 26 shares of iShares MSCI ACWI ex US ETF worth $1.44K as of Q1 2025.
iShares MSCI ACWI ex US ETF was a new Sandy Spring Bank position in Q1 2025.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1067 holding.
Sandy Spring Bank first reported a position in iShares MSCI ACWI ex US ETF in Q3 2015 and has held it in 11 quarters since.
Sandy Spring Bank's iShares MSCI ACWI ex US ETF position peaked at $14K in Q4 2021.
498 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.