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Strategic Financial Concepts’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-20,526
Closed -$384 – 250
2024
Q2 		$384 Buy
+20,526
New +$1.09M ﹤0.01% 668

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Strategic Financial Concepts's ACWX Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2024, closing a stake of 20,526 shares — an estimated $384 sold.

Strategic Financial Concepts first reported a position in ACWX in Q2 2024 and held it in 1 quarter. The position peaked at $384 in Q2 2024. 457 funds tracked by Wall St. Rank hold ACWX as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 20,526 iShares MSCI ACWI ex US ETF shares in Q3 2024, an estimated $384.
  • Strategic Financial Concepts first reported a position in iShares MSCI ACWI ex US ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares MSCI ACWI ex US ETF position peaked at $384 in Q2 2024.
  • 457 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.