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Washington Trust Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Washington Trust Advisors’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
2022
Q4 		– Sell
-5,854
Closed -$234K – 782
2022
Q3 		$234K Hold
5,854
– – 0.02% 187
2022
Q2 		$263K Hold
5,854
– – 0.02% 179
2022
Q1 		$306K Hold
5,854
– – 0.02% 192
2021
Q4 		$325K Buy
+5,854
New +$329K 0.02% 203

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Washington Trust Advisors's ACWX Position: Q4 2022 in Review

Washington Trust Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2022, closing a stake of 5,854 shares — an estimated $234K sold.

Washington Trust Advisors first reported a position in ACWX in Q4 2021 and held it in 4 quarters. The position peaked at $325K in Q4 2021. 422 funds tracked by Wall St. Rank hold ACWX as of Q4 2022.

  • Washington Trust Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 5,854 iShares MSCI ACWI ex US ETF shares in Q4 2022, an estimated $234K.
  • Washington Trust Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's iShares MSCI ACWI ex US ETF position peaked at $325K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.