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United Bank (Virginia)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

United Bank (Virginia)’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
2023
Q4 		– Sell
-16,920
Closed -$795K – 149
2023
Q3 		$795K Hold
16,920
– – 0.1% 75
2023
Q2 		$833K Hold
16,920
– – 0.1% 76
2023
Q1 		$825K Hold
16,920
– – 0.11% 78
2022
Q4 		$770K Buy
+16,920
New +$742K 0.11% 80

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

United Bank (Virginia)'s ACWX Position: Q4 2023 in Review

United Bank (Virginia) sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2023, closing a stake of 16,920 shares — an estimated $795K sold.

United Bank (Virginia) first reported a position in ACWX in Q4 2022 and held it in 4 quarters. The position peaked at $833K in Q2 2023. 458 funds tracked by Wall St. Rank hold ACWX as of Q4 2023.

  • United Bank (Virginia) reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2023 after selling out during the quarter.
  • United Bank (Virginia) sold 16,920 iShares MSCI ACWI ex US ETF shares in Q4 2023, an estimated $795K.
  • United Bank (Virginia) first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 4 quarters.
  • United Bank (Virginia)'s iShares MSCI ACWI ex US ETF position peaked at $833K in Q2 2023.
  • 458 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2023.

Based on United Bank (Virginia)'s 13F filing for Q4 2023, filed 7 Feb 2024.