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

Ancora Advisors’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	$10.7K	Hold	156	–	–	﹤0.01%	1757
2025 Q4	$10.5K	Hold	156	–	–	﹤0.01%	1780
2025 Q3	$10.1K	Hold	156	–	–	﹤0.01%	1387
2025 Q2	$9.51K	Hold	156	–	–	﹤0.01%	1382
2025 Q1	$8.65K	Hold	156	–	–	﹤0.01%	1339
2024 Q4	$8.14K	Hold	156	–	–	﹤0.01%	1373
2024 Q3	$8.93K	Hold	156	–	–	﹤0.01%	1357
2024 Q2	$8.29K	Sell	156 -134	-46%	-$7.15K	﹤0.01%	1349
2024 Q1	$15.5K	Hold	290	–	–	﹤0.01%	1242
2023 Q4	$14.8K	Hold	290	–	–	﹤0.01%	1216
2023 Q3	$13.6K	Hold	290	–	–	﹤0.01%	1219
2023 Q2	$14.3K	Hold	290	–	–	﹤0.01%	1206
2023 Q1	$14.1K	Hold	290	–	–	﹤0.01%	1209
2022 Q4	$13K	Sell	290 -111	-28%	-$4.87K	﹤0.01%	1270
2022 Q3	$16K	Hold	401	–	–	﹤0.01%	1391
2022 Q2	$18K	Sell	401 -55	-12%	-$2.66K	﹤0.01%	1465
2022 Q1	$24K	Hold	456	–	–	﹤0.01%	1493
2021 Q4	$25K	Hold	456	–	–	﹤0.01%	1506
2021 Q3	$25K	Hold	456	–	–	﹤0.01%	1405
2021 Q2	$26K	Hold	456	–	–	﹤0.01%	1274
2021 Q1	$25K	Hold	456	–	–	﹤0.01%	1237
2020 Q4	$24K	Hold	456	–	–	﹤0.01%	1034
2020 Q3	$21K	Buy	+456	New	+$21K	﹤0.01%	1005

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

Ancora Advisors's ACWX Position: Q1 2026 in Review

Ancora Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 156 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Ancora Advisors first reported a position in ACWX in Q3 2020 and has held it in 23 quarters since. The position peaked at $26K in Q2 2021. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Ancora Advisors held 156 shares of iShares MSCI ACWI ex US ETF worth $10.7K as of Q1 2026.
Ancora Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1757 holding.
Ancora Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2020 and has held it in 23 quarters since.
Ancora Advisors's iShares MSCI ACWI ex US ETF position peaked at $26K in Q2 2021.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.