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

Beacon Pointe 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 		$11.1M Buy
162,064
+140,214
+642% +$9.89M 0.06% 291
2025
Q4 		$1.47M Sell
21,850
-1,604
-7% -$106K 0.01% 705
2025
Q3 		$1.52M Sell
23,454
-127,976
-85% -$8M 0.01% 609
2025
Q2 		$9.23M Sell
151,430
-17,340
-10% -$1M 0.1% 192
2025
Q1 		$9.36M Buy
168,770
+140,830
+504% +$7.73M 0.11% 181
2024
Q4 		$1.46M Buy
27,940
+6,222
+29% +$340K 0.02% 538
2024
Q3 		$1.24M Sell
21,718
-5,424
-20% -$295K 0.01% 572
2024
Q2 		$1.44M Sell
27,142
-328
-1% -$17.5K 0.02% 543
2024
Q1 		$1.47M Buy
27,470
+14,882
+118% +$764K 0.02% 572
2023
Q4 		$643K Buy
12,588
+5,350
+74% +$257K 0.01% 808
2023
Q3 		$340K Sell
7,238
-90
-1% -$4.4K ﹤0.01% 1012
2023
Q2 		$361K Sell
7,328
-95
-1% -$4.68K 0.01% 822
2023
Q1 		$362K Buy
7,423
+2,237
+43% +$108K 0.01% 859
2022
Q4 		$236K Sell
5,186
-150
-3% -$6.58K ﹤0.01% 948
2022
Q3 		$212K Buy
5,336
+37
+0.7% +$1.65K ﹤0.01% 910
2022
Q2 		$239K Sell
5,299
-3,062
-37% -$148K 0.01% 909
2022
Q1 		$437K Buy
8,361
+2,590
+45% +$138K 0.01% 840
2021
Q4 		$321K Sell
5,771
-786
-12% -$44.2K 0.01% 707
2021
Q3 		$363K Buy
6,557
+281
+4% +$16K 0.01% 633
2021
Q2 		$361K Sell
6,276
-213
-3% -$12.2K 0.01% 593
2021
Q1 		$359K Buy
6,489
+1,565
+32% +$86.5K 0.02% 350
2020
Q4 		$260K Sell
4,924
-85
-2% -$4.22K 0.02% 402
2020
Q3 		$230K Sell
5,009
-1,000
-17% -$46.1K 0.02% 345
2020
Q2 		$258K Buy
6,009
+62
+1% +$2.53K 0.03% 325
2020
Q1 		$225K Buy
5,947
+1,354
+29% +$60.8K 0.04% 264
2019
Q4 		$226K Hold
4,593
– – 0.07% 198
2019
Q3 		$211K Hold
4,593
– – 0.09% 163
2019
Q2 		$215K Hold
4,593
– – 0.08% 186
2019
Q1 		$213K Buy
+4,593
New +$207K 0.08% 171

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 $7.32B AUM 26.67% 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

Beacon Pointe Advisors's ACWX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 642% in Q1 2026, buying an estimated $9.89M and bringing the position to 162,064 shares worth $11.1M. The position accounts for 0.06% of the portfolio, ranked #291.

Beacon Pointe Advisors first reported a position in ACWX in Q1 2019 and has held it in 29 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Beacon Pointe Advisors held 162,064 shares of iShares MSCI ACWI ex US ETF worth $11.1M as of Q1 2026.
  • Beacon Pointe Advisors bought 140,214 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $9.89M.
  • iShares MSCI ACWI ex US ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #291 holding.
  • Beacon Pointe Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2019 and has held it in 29 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

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