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

Westshore Wealth’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
2024
Q2 		– Sell
-4,596
Closed -$245K – 94
2024
Q1 		$245K Buy
+4,596
New +$236K 0.1% 83

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westshore Wealth's ACWX Position: Q2 2024 in Review

Westshore Wealth sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2024, closing a stake of 4,596 shares — an estimated $245K sold.

Westshore Wealth first reported a position in ACWX in Q1 2024 and held it in 1 quarter. The position peaked at $245K in Q1 2024. 448 funds tracked by Wall St. Rank hold ACWX as of Q2 2024.

  • Westshore Wealth reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2024 after selling out during the quarter.
  • Westshore Wealth sold 4,596 iShares MSCI ACWI ex US ETF shares in Q2 2024, an estimated $245K.
  • Westshore Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q1 2024 and held it in 1 quarter.
  • Westshore Wealth's iShares MSCI ACWI ex US ETF position peaked at $245K in Q1 2024.
  • 448 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2024.

Based on Westshore Wealth's 13F filing for Q2 2024, filed 1 Nov 2024.