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Trail Ridge Investment Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Trail Ridge Investment 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
-9,074
Closed -$415K – 116
2022
Q3 		$415K Sell
9,074
-13,518
-60% -$602K 0.27% 88
2022
Q2 		$1.02M Buy
+22,592
New +$1.09M 0.69% 48

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

Trail Ridge Investment Advisors's ACWX Position: Q4 2022 in Review

Trail Ridge Investment Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2022, closing a stake of 9,074 shares — an estimated $415K sold.

Trail Ridge Investment Advisors first reported a position in ACWX in Q2 2022 and held it in 2 quarters. The position peaked at $1.02M in Q2 2022. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

  • Trail Ridge Investment Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2022 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 9,074 iShares MSCI ACWI ex US ETF shares in Q4 2022, an estimated $415K.
  • Trail Ridge Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and held it in 2 quarters.
  • Trail Ridge Investment Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.02M in Q2 2022.
  • 422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.