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Steward Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Steward Financial Group’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
Q3 		$13K Hold
286
– – ﹤0.01% 312
2023
Q2 		$14K Buy
+286
New +$14.1K ﹤0.01% 296
2022
Q3 		– Sell
-286
Closed -$12K – 68
2022
Q2 		$12K Hold
286
– – 0.01% 211
2022
Q1 		$14K Hold
286
– – 0.01% 182
2021
Q4 		$15K Buy
+286
New +$16.1K 0.01% 137

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steward Financial Group's ACWX Position: Q3 2023 in Review

Steward Financial Group held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2023 at 286 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Steward Financial Group first reported a position in ACWX in Q4 2021 and has held it in 5 quarters since. The position peaked at $15K in Q4 2021. 422 funds tracked by Wall St. Rank hold ACWX as of Q3 2023.

  • Steward Financial Group held 286 shares of iShares MSCI ACWI ex US ETF worth $13K as of Q3 2023.
  • Steward Financial Group left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2023.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #312 holding.
  • Steward Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's iShares MSCI ACWI ex US ETF position peaked at $15K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.