Sterling Manor Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sterling Manor 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
2022 Q3	–	Sell	-4,789	Closed	-$216K	–	49
2022 Q2	$216K	Sell	4,789 -42,149	-90%	-$2.04M	0.26%	52
2022 Q1	$2.45M	Sell	46,938 -5,495	-10%	-$293K	1.96%	16
2021 Q4	$2.92M	Sell	52,433 -728	-1%	-$41K	2.27%	15
2021 Q3	$2.95M	Sell	53,161 -1,084	-2%	-$61.7K	2.46%	16
2021 Q2	$3.12M	Sell	54,245 -7,489	-12%	-$430K	2.49%	18
2021 Q1	$3.41M	Buy	61,734 +20,213	+49%	+$1.12M	3.03%	12
2020 Q4	$2.2M	Buy	+41,521	New	+$2.06M	2.04%	19

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sterling Manor Financial's ACWX Position: Q3 2022 in Review

Sterling Manor Financial sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2022, closing a stake of 4,789 shares — an estimated $216K sold.

Sterling Manor Financial first reported a position in ACWX in Q4 2020 and held it in 7 quarters. The position peaked at $3.41M in Q1 2021. 364 funds tracked by Wall St. Rank hold ACWX as of Q3 2022.

Sterling Manor Financial reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2022 after selling out during the quarter.
Sterling Manor Financial sold 4,789 iShares MSCI ACWI ex US ETF shares in Q3 2022, an estimated $216K.
Sterling Manor Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 7 quarters.
Sterling Manor Financial's iShares MSCI ACWI ex US ETF position peaked at $3.41M in Q1 2021.
364 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2022.

Based on Sterling Manor Financial's 13F filing for Q3 2022, filed 12 Oct 2022.