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

WealthStone’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 		– Sell
-19,125
Closed -$827K – 201
2020
Q2 		$827K Sell
19,125
-184,066
-91% -$7.52M 0.39% 37
2020
Q1 		$7.65M Buy
+203,191
New +$9.13M 7.69% 5

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

WealthStone's ACWX Position: Q3 2020 in Review

WealthStone sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2020, closing a stake of 19,125 shares — an estimated $827K sold.

WealthStone first reported a position in ACWX in Q1 2020 and held it in 2 quarters. The position peaked at $7.65M in Q1 2020. 293 funds tracked by Wall St. Rank hold ACWX as of Q3 2020.

  • WealthStone reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2020 after selling out during the quarter.
  • WealthStone sold 19,125 iShares MSCI ACWI ex US ETF shares in Q3 2020, an estimated $827K.
  • WealthStone first reported a position in iShares MSCI ACWI ex US ETF in Q1 2020 and held it in 2 quarters.
  • WealthStone's iShares MSCI ACWI ex US ETF position peaked at $7.65M in Q1 2020.
  • 293 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.