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

TrinityPoint Wealth’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
Q4 		$249K Buy
4,769
+986
+26% +$53.9K 0.03% 290
2024
Q3 		$216K Buy
+3,783
New +$206K 0.03% 305

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

TrinityPoint Wealth's ACWX Position: Q4 2024 in Review

TrinityPoint Wealth increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 26% in Q4 2024, buying an estimated $53.9K and bringing the position to 4,769 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #290.

TrinityPoint Wealth first reported a position in ACWX in Q3 2024 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

  • TrinityPoint Wealth held 4,769 shares of iShares MSCI ACWI ex US ETF worth $249K as of Q4 2024.
  • TrinityPoint Wealth bought 986 iShares MSCI ACWI ex US ETF shares in Q4 2024, an estimated $53.9K.
  • iShares MSCI ACWI ex US ETF made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #290 holding.
  • TrinityPoint Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q3 2024 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.