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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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SYM Financial Corp's ACWX Position: Q2 2024 in Review

SYM Financial Corp sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2024, closing a stake of 166 shares — an estimated $8.85K sold.

SYM Financial Corp first reported a position in ACWX in Q3 2021 and held it in 11 quarters. The position peaked at $9K in Q4 2021. 450 funds tracked by Wall St. Rank hold ACWX as of Q2 2024.

  • SYM Financial Corp reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2024 after selling out during the quarter.
  • SYM Financial Corp sold 166 iShares MSCI ACWI ex US ETF shares in Q2 2024, an estimated $8.85K.
  • SYM Financial Corp first reported a position in iShares MSCI ACWI ex US ETF in Q3 2021 and held it in 11 quarters.
  • SYM Financial Corp's iShares MSCI ACWI ex US ETF position peaked at $9K in Q4 2021.
  • 450 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2024.

Based on SYM Financial Corp's 13F filing for Q2 2024, filed 8 Aug 2024.