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Stratos Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Stratos Wealth Advisors’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
Q4 		– Sell
-5,640
Closed -$226K – 562
2022
Q3 		$226K Buy
5,640
+998
+21% +$44.4K 0.02% 460
2022
Q2 		$209K Buy
4,642
+636
+16% +$30.8K 0.02% 484
2022
Q1 		$209K Buy
+4,006
New +$213K 0.02% 500

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Stratos Wealth Advisors's ACWX Position: Q4 2022 in Review

Stratos Wealth Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2022, closing a stake of 5,640 shares — an estimated $226K sold.

Stratos Wealth Advisors first reported a position in ACWX in Q1 2022 and held it in 3 quarters. The position peaked at $226K in Q3 2022. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

  • Stratos Wealth Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,640 iShares MSCI ACWI ex US ETF shares in Q4 2022, an estimated $226K.
  • Stratos Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2022 and held it in 3 quarters.
  • Stratos Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $226K in Q3 2022.
  • 422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on Stratos Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.