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Stone House Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Stone House Investment Management’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
Q2 		– Sell
-13,719
Closed -$717K – 41
2022
Q1 		$717K Buy
13,719
+5,300
+63% +$282K 0.24% 25
2021
Q4 		$468K Sell
8,419
-205
-2% -$11.5K 0.16% 29
2021
Q3 		$496K Hold
8,624
– – 0.19% 28
2021
Q2 		$496K Sell
8,624
-1,045
-11% -$60K 0.19% 28
2021
Q1 		$513K Hold
9,669
– – 0.26% 28
2020
Q4 		$513K Sell
9,669
-86,059
-90% -$4.27M 0.26% 28
2020
Q3 		$4.4M Buy
95,728
+27,664
+41% +$1.27M 1.78% 19
2020
Q2 		$2.94M Buy
+68,064
New +$2.78M 1.48% 20

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Stone House Investment Management's ACWX Position: Q2 2022 in Review

Stone House Investment Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2022, closing a stake of 13,719 shares — an estimated $717K sold.

Stone House Investment Management first reported a position in ACWX in Q2 2020 and held it in 8 quarters. The position peaked at $4.4M in Q3 2020. 392 funds tracked by Wall St. Rank hold ACWX as of Q2 2022.

  • Stone House Investment Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2022 after selling out during the quarter.
  • Stone House Investment Management sold 13,719 iShares MSCI ACWI ex US ETF shares in Q2 2022, an estimated $717K.
  • Stone House Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2020 and held it in 8 quarters.
  • Stone House Investment Management's iShares MSCI ACWI ex US ETF position peaked at $4.4M in Q3 2020.
  • 392 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2022.

Based on Stone House Investment Management's 13F filing for Q2 2022, filed 19 Jul 2022.