TI
ACWX icon

Truepoint Inc’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Truepoint Inc’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
2019
Q4 		– Sell
-38,470
Closed -$1.77M – 118
2019
Q3 		$1.77M Buy
+38,470
New +$1.76M 0.16% 25

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Truepoint Inc's ACWX Position: Q4 2019 in Review

Truepoint Inc sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2019, closing a stake of 38,470 shares — an estimated $1.77M sold.

Truepoint Inc first reported a position in ACWX in Q3 2019 and held it in 1 quarter. The position peaked at $1.77M in Q3 2019. 314 funds tracked by Wall St. Rank hold ACWX as of Q4 2019.

  • Truepoint Inc reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2019 after selling out during the quarter.
  • Truepoint Inc sold 38,470 iShares MSCI ACWI ex US ETF shares in Q4 2019, an estimated $1.77M.
  • Truepoint Inc first reported a position in iShares MSCI ACWI ex US ETF in Q3 2019 and held it in 1 quarter.
  • Truepoint Inc's iShares MSCI ACWI ex US ETF position peaked at $1.77M in Q3 2019.
  • 314 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2019.

Based on Truepoint Inc's 13F filing for Q4 2019, filed 27 Jan 2020.