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SPC Financial Inc’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

SPC Financial Inc’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
Q4 		– Sell
-66,437
Closed -$3.8M – 260
2024
Q3 		$3.8M Buy
66,437
+2,622
+4% +$143K 0.33% 62
2024
Q2 		$3.39M Buy
63,815
+2,313
+4% +$123K 0.31% 59
2024
Q1 		$3.28M Buy
61,502
+2,415
+4% +$124K 0.31% 57
2023
Q4 		$3.02M Buy
59,087
+4,238
+8% +$204K 0.31% 55
2023
Q3 		$2.58M Buy
54,849
+2,641
+5% +$129K 0.29% 57
2023
Q2 		$2.57M Buy
52,208
+2,256
+5% +$111K 0.28% 56
2023
Q1 		$2.44M Sell
49,952
-32,110
-39% -$1.55M 0.28% 51
2022
Q4 		$3.73M Buy
82,062
+71,121
+650% +$3.12M 0.44% 36
2022
Q3 		$438K Buy
+10,941
New +$487K 0.05% 131
2022
Q1 		– Sell
-10,796
Closed -$600K – 190
2021
Q4 		$600K Buy
+10,796
New +$607K 0.07% 110

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

SPC Financial Inc's ACWX Position: Q4 2024 in Review

SPC Financial Inc sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2024, closing a stake of 66,437 shares — an estimated $3.8M sold.

SPC Financial Inc first reported a position in ACWX in Q4 2021 and held it in 10 quarters. The position peaked at $3.8M in Q3 2024. 500 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

  • SPC Financial Inc reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2024 after selling out during the quarter.
  • SPC Financial Inc sold 66,437 iShares MSCI ACWI ex US ETF shares in Q4 2024, an estimated $3.8M.
  • SPC Financial Inc first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and held it in 10 quarters.
  • SPC Financial Inc's iShares MSCI ACWI ex US ETF position peaked at $3.8M in Q3 2024.
  • 500 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on SPC Financial Inc's 13F filing for Q4 2024, filed 6 Feb 2025.