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SC&H Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

SC&H Financial Advisors’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
Q2 		– Sell
-7,654
Closed -$400K – 136
2022
Q1 		$400K Buy
7,654
+1
+0% +$53 0.19% 102
2021
Q4 		$426K Buy
+7,653
New +$430K 0.24% 101

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

SC&H Financial Advisors's ACWX Position: Q2 2022 in Review

SC&H Financial Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2022, closing a stake of 7,654 shares — an estimated $400K sold.

SC&H Financial Advisors first reported a position in ACWX in Q4 2021 and held it in 2 quarters. The position peaked at $426K in Q4 2021. 392 funds tracked by Wall St. Rank hold ACWX as of Q2 2022.

  • SC&H Financial Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 7,654 iShares MSCI ACWI ex US ETF shares in Q2 2022, an estimated $400K.
  • SC&H Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and held it in 2 quarters.
  • SC&H Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $426K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2022.

Based on SC&H Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.