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Triad Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Triad Wealth Partners’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
-1,000
Closed -$53.1K – 59
2024
Q2 		$53.1K Buy
+1,000
New +$53.3K 0.03% 223

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

Triad Wealth Partners's ACWX Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2024, closing a stake of 1,000 shares — an estimated $53.1K sold.

Triad Wealth Partners first reported a position in ACWX in Q2 2024 and held it in 1 quarter. The position peaked at $53.1K in Q2 2024. 457 funds tracked by Wall St. Rank hold ACWX as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,000 iShares MSCI ACWI ex US ETF shares in Q3 2024, an estimated $53.1K.
  • Triad Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares MSCI ACWI ex US ETF position peaked at $53.1K in Q2 2024.
  • 457 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.