Smith Anglin Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Smith Anglin Financial’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 Q2	$1.38M	Buy	22,624 +182	+0.8%	+$10.5K	0.12%	66
2025 Q1	$1.24M	Buy	22,442 +5,385	+32%	+$296K	0.13%	66
2024 Q4	$890K	Buy	17,057 +248	+1%	+$13.6K	0.08%	85
2024 Q3	$962K	Sell	16,809 -4,692	-22%	-$256K	0.09%	79
2024 Q2	$1.14M	Buy	21,501 +50	+0.2%	+$2.67K	0.12%	66
2024 Q1	$1.15M	Sell	21,451 -218	-1%	-$11.2K	0.12%	67
2023 Q4	$1.11M	Sell	21,669 -4,287	-17%	-$206K	0.13%	66
2023 Q3	$1.22M	Buy	25,956 +1,635	+7%	+$80K	0.15%	61
2023 Q2	$1.2M	Sell	24,321 -1,837	-7%	-$90.5K	0.15%	64
2023 Q1	$1.28M	Buy	+26,158	New	+$1.26M	0.19%	55

Other funds holding ACWX

Bank of America

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

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

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

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

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

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

Focus Partners Wealth

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return