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Aviance Capital Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Aviance Capital Partners’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 		$292K Hold
4,263
– – 0.03% 314
2025
Q4 		$286K Buy
4,263
+66
+2% +$4.37K 0.03% 310
2025
Q3 		$273K Hold
4,197
– – 0.03% 306
2025
Q2 		$256K Buy
4,197
+59
+1% +$3.41K 0.03% 301
2025
Q1 		$229K Hold
4,138
– – 0.03% 306
2024
Q4 		$216K Buy
4,138
+60
+1% +$3.28K 0.03% 299
2024
Q3 		$233K Hold
4,078
– – 0.03% 304
2024
Q2 		$217K Buy
4,078
+60
+1% +$3.2K 0.03% 300
2024
Q1 		$215K Hold
4,018
– – 0.03% 293
2023
Q4 		$205K Buy
+4,018
New +$193K 0.04% 238
2022
Q2 		– Sell
-3,900
Closed -$204K – 263
2022
Q1 		$204K Hold
3,900
– – 0.04% 248
2021
Q4 		$217K Hold
3,900
– – 0.04% 243
2021
Q3 		$216K Hold
3,900
– – 0.04% 240
2021
Q2 		$224K Sell
3,900
-150
-4% -$8.61K 0.04% 237
2021
Q1 		$223K Hold
4,050
– – 0.04% 251
2020
Q4 		$215K Buy
+4,050
New +$201K 0.04% 246
2018
Q2 		– Sell
-4,175
Closed -$207K – 222
2018
Q1 		$207K Hold
4,175
– – 0.06% 212
2017
Q4 		$209K Hold
4,175
– – 0.07% 211
2017
Q3 		$202K Buy
+4,175
New +$197K 0.07% 202
2017
Q2 		– Sell
-4,975
Closed -$217K – 206
2017
Q1 		$217K Hold
4,975
– – 0.08% 191
2016
Q4 		$200K Hold
4,975
– – 0.07% 198
2016
Q3 		$206K Buy
+4,975
New +$202K 0.07% 197
2015
Q3 		– Sell
-4,975
Closed -$220K – 182
2015
Q2 		$220K Hold
4,975
– – 0.08% 185
2015
Q1 		$222K Hold
4,975
– – 0.08% 198
2014
Q4 		$214K Hold
4,975
– – 0.08% 215
2014
Q3 		$226K Buy
+4,975
New +$236K 0.09% 219

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aviance Capital Partners's ACWX Position: Q1 2026 in Review

Aviance Capital Partners held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 4,263 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #314.

Aviance Capital Partners first reported a position in ACWX in Q3 2014 and has held it in 26 quarters since. 702 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Aviance Capital Partners held 4,263 shares of iShares MSCI ACWI ex US ETF worth $292K as of Q1 2026.
  • Aviance Capital Partners left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Aviance Capital Partners's portfolio in Q1 2026, its #314 holding.
  • Aviance Capital Partners first reported a position in iShares MSCI ACWI ex US ETF in Q3 2014 and has held it in 26 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.