Sound Income Strategies’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sound Income Strategies’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
2023 Q1	–	Sell	-13	Closed	-$592	–	1058
2022 Q4	$592	Hold	13	–	–	﹤0.01%	895
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	754
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	769
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	764
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	745
2021 Q3	$1K	Sell	13 -193	-94%	-$11K	﹤0.01%	723
2021 Q2	$12K	Hold	206	–	–	﹤0.01%	433
2021 Q1	$11.4K	Hold	206	–	–	﹤0.01%	459
2020 Q4	$11K	Hold	206	–	–	﹤0.01%	428
2020 Q3	$9K	Hold	206	–	–	﹤0.01%	423
2020 Q2	$9K	Hold	206	–	–	﹤0.01%	400
2020 Q1	$8K	Hold	206	–	–	﹤0.01%	366
2019 Q4	$10K	Hold	206	–	–	﹤0.01%	328
2019 Q3	$9K	Hold	206	–	–	﹤0.01%	323
2019 Q2	$10K	Hold	206	–	–	﹤0.01%	329
2019 Q1	$10K	Hold	206	–	–	﹤0.01%	331
2018 Q4	$9K	Hold	206	–	–	﹤0.01%	341
2018 Q3	$10K	Hold	206	–	–	﹤0.01%	345
2018 Q2	$10K	Hold	206	–	–	0.01%	301
2018 Q1	$10K	Hold	206	–	–	0.01%	282
2017 Q4	$10K	Buy	+206	New	+$10.2K	0.01%	216

Other funds holding ACWX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.54B AUM 23.56% 1-Year Est. Return

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

GAB

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

Sound Income Strategies's ACWX Position: Q1 2023 in Review

Sound Income Strategies sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2023, closing a stake of 13 shares — an estimated $592 sold.

Sound Income Strategies first reported a position in ACWX in Q4 2017 and held it in 21 quarters. The position peaked at $12K in Q2 2021. 407 funds tracked by Wall St. Rank hold ACWX as of Q1 2023.

Sound Income Strategies reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
Sound Income Strategies sold 13 iShares MSCI ACWI ex US ETF shares in Q1 2023, an estimated $592.
Sound Income Strategies first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and held it in 21 quarters.
Sound Income Strategies's iShares MSCI ACWI ex US ETF position peaked at $12K in Q2 2021.
407 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2023.

Based on Sound Income Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.