ABLE Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

ABLE Financial Group’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
2026 Q1	$795K	Hold	11,608	–	–	0.16%	105
2025 Q4	$779K	Hold	11,608	–	–	0.16%	97
2025 Q3	$755K	Sell	11,608 -2,110	-15%	-$132K	0.16%	96
2025 Q2	$836K	Hold	13,718	–	–	0.2%	86
2025 Q1	$761K	Hold	13,718	–	–	0.21%	82
2024 Q4	$716K	Hold	13,718	–	–	0.21%	84
2024 Q3	$785K	Hold	13,718	–	–	0.24%	70
2024 Q2	$729K	Hold	13,718	–	–	0.26%	69
2024 Q1	$732K	Hold	13,718	–	–	0.29%	62
2023 Q4	$700K	Hold	13,718	–	–	0.3%	62
2023 Q3	$645K	Hold	13,718	–	–	0.32%	59
2023 Q2	$675K	Hold	13,718	–	–	0.35%	53
2023 Q1	$669K	Buy	+13,718	New	+$661K	0.44%	48

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

GAB

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

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

ABLE Financial Group's ACWX Position: Q1 2026 in Review

ABLE Financial Group held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 11,608 shares worth $795K. The position accounts for 0.16% of the portfolio, ranked #105.

ABLE Financial Group first reported a position in ACWX in Q1 2023 and has held it in 13 quarters since. The position peaked at $836K in Q2 2025. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

ABLE Financial Group held 11,608 shares of iShares MSCI ACWI ex US ETF worth $795K as of Q1 2026.
ABLE Financial Group left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up 0.16% of ABLE Financial Group's portfolio in Q1 2026, its #105 holding.
ABLE Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 13 quarters since.
ABLE Financial Group's iShares MSCI ACWI ex US ETF position peaked at $836K in Q2 2025.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.