Sanford Advisory Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sanford Advisory Services’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
2022 Q4	$783K	Sell	17,135 -6,849	-29%	-$300K	0.19%	64
2022 Q3	$960K	Sell	23,984 -4,781	-17%	-$213K	0.27%	43
2022 Q2	$1.3M	Sell	28,765 -2,341	-8%	-$113K	0.37%	32
2022 Q1	$1.63M	Sell	31,106 -521	-2%	-$27.8K	0.44%	28
2021 Q4	$1.76M	Buy	31,627 +5,504	+21%	+$310K	0.4%	29
2021 Q3	$1.45M	Buy	26,123 +115	+0.4%	+$6.55K	0.36%	30
2021 Q2	$1.5M	Buy	26,008 +2	+0%	+$115	0.39%	30
2021 Q1	$1.44M	Buy	26,006 +629	+2%	+$34.8K	0.4%	29
2020 Q4	$1.35M	Buy	+25,377	New	+$1.26M	0.43%	29

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Sanford Advisory Services's ACWX Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 29% in Q4 2022, selling an estimated $300K and leaving 17,135 shares worth $783K. The position accounts for 0.19% of the portfolio, ranked #64.

Sanford Advisory Services first reported a position in ACWX in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.76M in Q4 2021. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

Sanford Advisory Services held 17,135 shares of iShares MSCI ACWI ex US ETF worth $783K as of Q4 2022.
Sanford Advisory Services sold 6,849 iShares MSCI ACWI ex US ETF shares in Q4 2022, an estimated $300K.
iShares MSCI ACWI ex US ETF made up 0.19% of Sanford Advisory Services's portfolio in Q4 2022, its #64 holding.
Sanford Advisory Services first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares MSCI ACWI ex US ETF position peaked at $1.76M in Q4 2021.
422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.