A detailed history of Beta Wealth Group, Inc. transactions in Ishares Msci Acwi Ex Us ETF stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 62,572 shares of ACWX stock, worth $3.48 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
62,572
Previous 60,897 2.75%
Holding current value
$3.48 Million
Previous $3.24 Million 10.66%
% of portfolio
1.77%
Previous 1.66%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$50.99 - $57.81 $85,408 - $96,831
1,675 Added 2.75%
62,572 $3.58 Million
Q2 2024

Aug 12, 2024

BUY
$51.16 - $55.11 $166,525 - $179,383
3,255 Added 5.65%
60,897 $3.24 Million
Q1 2024

May 14, 2024

BUY
$48.96 - $53.42 $73,146 - $79,809
1,494 Added 2.66%
57,642 $3.08 Million
Q4 2023

Feb 09, 2024

BUY
$44.98 - $51.04 $75,431 - $85,594
1,677 Added 3.08%
56,148 $2.87 Million
Q3 2023

Nov 13, 2023

BUY
$46.8 - $51.15 $132,912 - $145,266
2,840 Added 5.5%
54,471 $2.56 Million
Q2 2023

Aug 11, 2023

SELL
$47.82 - $50.2 $39,308 - $41,264
-822 Reduced 1.57%
51,631 $2.54 Million
Q1 2023

May 09, 2023

SELL
$45.79 - $50.03 $142,910 - $156,143
-3,121 Reduced 5.62%
52,453 $2.56 Million
Q4 2022

Feb 10, 2023

SELL
$39.69 - $47.23 $61,400 - $73,064
-1,547 Reduced 2.71%
55,574 $2.53 Million
Q3 2022

Nov 01, 2022

SELL
$39.97 - $47.36 $153,684 - $182,099
-3,845 Reduced 6.31%
57,121 $2.29 Million
Q2 2022

Aug 05, 2022

SELL
$44.36 - $53.2 $7,275 - $8,724
-164 Reduced 0.27%
60,966 $2.74 Million
Q1 2022

May 12, 2022

BUY
$48.26 - $56.7 $409,775 - $481,439
8,491 Added 16.13%
61,130 $3.2 Million
Q3 2021

Nov 12, 2021

BUY
$55.41 - $58.44 $158,140 - $166,787
2,854 Added 5.73%
52,639 $2.92 Million
Q2 2021

Aug 16, 2021

BUY
$55.79 - $59.14 $51,215 - $54,290
918 Added 1.88%
49,785 $2.86 Million
Q1 2021

May 11, 2021

SELL
$53.19 - $57.0 $87,976 - $94,278
-1,654 Reduced 3.27%
48,867 $2.7 Million
Q4 2020

Mar 18, 2021

BUY
$45.05 - $53.3 $2.28 Million - $2.69 Million
50,521 New
50,521 $2.68 Million

Others Institutions Holding ACWX

About ISHARES MSCI ACWI EX US ETF


  • Ticker ACWX
  • Sector ETFs
  • Industry ETFs
More about ACWX
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.