SYM Financial Corp’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

SYM Financial Corp’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 Q2	–	Sell	-166	Closed	-$8.85K	–	263
2024 Q1	$8.85K	Hold	166	–	–	﹤0.01%	156
2023 Q4	$8.46K	Buy	166 +3	+2%	+$144	﹤0.01%	169
2023 Q3	$7.68K	Hold	163	–	–	﹤0.01%	164
2023 Q2	$8.05K	Buy	163 +2	+1%	+$98	﹤0.01%	102
2023 Q1	$7.85K	Hold	161	–	–	﹤0.01%	94
2022 Q4	$7.32K	Buy	161 +1	+0.6%	+$44	﹤0.01%	108
2022 Q3	$6K	Hold	160	–	–	﹤0.01%	93
2022 Q2	$7K	Buy	160 +3	+2%	+$145	﹤0.01%	101
2022 Q1	$8K	Buy	157 +1	+0.6%	+$53	﹤0.01%	102
2021 Q4	$9K	Buy	156 +2	+1%	+$113	﹤0.01%	98
2021 Q3	$9K	Buy	+154	New	+$8.77K	0.01%	100

Other funds holding ACWX

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return