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SOA Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

SOA Wealth 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
2024
Q1 		– Sell
-345
Closed -$17.6K – 908
2023
Q4 		$17.6K Hold
345
– – ﹤0.01% 446
2023
Q3 		$16.2K Buy
+345
New +$16.9K ﹤0.01% 456

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
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SOA Wealth Advisors's ACWX Position: Q1 2024 in Review

SOA Wealth Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2024, closing a stake of 345 shares — an estimated $17.6K sold.

SOA Wealth Advisors first reported a position in ACWX in Q3 2023 and held it in 2 quarters. The position peaked at $17.6K in Q4 2023. 440 funds tracked by Wall St. Rank hold ACWX as of Q1 2024.

  • SOA Wealth Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 345 iShares MSCI ACWI ex US ETF shares in Q1 2024, an estimated $17.6K.
  • SOA Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2023 and held it in 2 quarters.
  • SOA Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $17.6K in Q4 2023.
  • 440 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.