Y-Intercept (HK)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Y-Intercept (HK)’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
2025 Q2	–	Sell	-3,670	Closed	-$204K	–	1598
2025 Q1	$204K	Buy	+3,670	New	+$202K	0.01%	1055
2024 Q4	–	Sell	-3,731	Closed	-$213K	–	1131
2024 Q3	$213K	Buy	+3,731	New	+$203K	0.01%	1139
2023 Q4	–	Sell	-14,252	Closed	-$670K	–	1182
2023 Q3	$670K	Buy	+14,252	New	+$697K	0.07%	457

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Y-Intercept (HK)'s ACWX Position: Q2 2025 in Review

Y-Intercept (HK) sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2025, closing a stake of 3,670 shares — an estimated $204K sold.

Y-Intercept (HK) first reported a position in ACWX in Q3 2023 and held it in 3 quarters. The position peaked at $670K in Q3 2023. 532 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

Y-Intercept (HK) reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2025 after selling out during the quarter.
Y-Intercept (HK) sold 3,670 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $204K.
Y-Intercept (HK) first reported a position in iShares MSCI ACWI ex US ETF in Q3 2023 and held it in 3 quarters.
Y-Intercept (HK)'s iShares MSCI ACWI ex US ETF position peaked at $670K in Q3 2023.
532 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Y-Intercept (HK)'s 13F filing for Q2 2025, filed 1 Aug 2025.