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Wade Financial Advisory’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Wade Financial Advisory’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
2020
Q2 		– Sell
-7,623
Closed -$287K – 69
2020
Q1 		$287K Hold
7,623
– – 0.29% 50
2019
Q4 		$374K Buy
+7,623
New +$364K 0.33% 44

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Wade Financial Advisory's ACWX Position: Q2 2020 in Review

Wade Financial Advisory sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2020, closing a stake of 7,623 shares — an estimated $287K sold.

Wade Financial Advisory first reported a position in ACWX in Q4 2019 and held it in 2 quarters. The position peaked at $374K in Q4 2019. 278 funds tracked by Wall St. Rank hold ACWX as of Q2 2020.

  • Wade Financial Advisory reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2020 after selling out during the quarter.
  • Wade Financial Advisory sold 7,623 iShares MSCI ACWI ex US ETF shares in Q2 2020, an estimated $287K.
  • Wade Financial Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and held it in 2 quarters.
  • Wade Financial Advisory's iShares MSCI ACWI ex US ETF position peaked at $374K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2020.

Based on Wade Financial Advisory's 13F filing for Q2 2020, filed 16 Jul 2020.