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Wealthspire Advisors (Maryland)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$217K Buy
+4,714
New +$217K 0.01% 429
2019
Q2 		– Sell
-122
Closed -$6K – 478
2019
Q1 		$6K Hold
122
– – ﹤0.01% 1721
2018
Q4 		$5K Hold
122
– – ﹤0.01% 1707
2018
Q3 		$6K Hold
122
– – ﹤0.01% 1707
2018
Q2 		$6K Hold
122
– – ﹤0.01% 1696
2018
Q1 		$6K Sell
122
-4,147
-97% -$211K ﹤0.01% 1718
2017
Q4 		$213K Buy
4,269
+4,147
+3,399% +$204K 0.02% 458
2017
Q3 		$6K Hold
122
– – ﹤0.01% 1717
2017
Q2 		$6K Hold
122
– – ﹤0.01% 1693
2017
Q1 		$5K Hold
122
– – ﹤0.01% 1507
2016
Q4 		$5K Hold
122
– – ﹤0.01% 1369
2016
Q3 		$5K Hold
122
– – ﹤0.01% 1376
2016
Q2 		$5K Hold
122
– – ﹤0.01% 1327
2016
Q1 		$5K Hold
122
– – ﹤0.01% 1325
2015
Q4 		$5K Buy
+122
New +$5K ﹤0.01% 1335

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACWX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q3 2020: 4,714 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in ACWX as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in ACWX in Q4 2015 and has held it in 15 quarters since. 293 funds tracked by Wall St. Rank hold ACWX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,714 shares of iShares MSCI ACWI ex US ETF worth $217K as of Q3 2020.
  • iShares MSCI ACWI ex US ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #429 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and has held it in 15 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.