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Beta Wealth Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Beta Wealth 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
2025
Q1 		– Sell
-64,401
Closed -$3.36M – 107
2024
Q4 		$3.36M Buy
64,401
+1,829
+3% +$100K 1.49% 23
2024
Q3 		$3.58M Buy
62,572
+1,675
+3% +$91.2K 1.61% 19
2024
Q2 		$3.24M Buy
60,897
+3,255
+6% +$174K 1.53% 20
2024
Q1 		$3.08M Buy
57,642
+1,494
+3% +$76.7K 1.5% 23
2023
Q4 		$2.87M Buy
56,148
+1,677
+3% +$80.7K 1.5% 19
2023
Q3 		$2.56M Buy
54,471
+2,840
+6% +$139K 1.51% 24
2023
Q2 		$2.54M Sell
51,631
-822
-2% -$40.5K 1.47% 23
2023
Q1 		$2.56M Sell
52,453
-3,121
-6% -$150K 1.46% 24
2022
Q4 		$2.53M Sell
55,574
-1,547
-3% -$67.9K 1.7% 23
2022
Q3 		$2.29M Sell
57,121
-3,845
-6% -$171K 1.65% 24
2022
Q2 		$2.74M Sell
60,966
-164
-0.3% -$7.94K 1.84% 22
2022
Q1 		$3.19M Buy
61,130
+8,491
+16% +$452K 2.14% 17
2021
Q4 		$2.92M Hold
52,639
– – 2.1% 20
2021
Q3 		$2.92M Buy
52,639
+2,854
+6% +$163K 2.1% 20
2021
Q2 		$2.86M Buy
49,785
+918
+2% +$52.7K 1.99% 19
2021
Q1 		$2.7M Sell
48,867
-1,654
-3% -$91.4K 1.96% 19
2020
Q4 		$2.68M Buy
+50,521
New +$2.51M 2.3% 16

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beta Wealth Group's ACWX Position: Q1 2025 in Review

Beta Wealth Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2025, closing a stake of 64,401 shares — an estimated $3.36M sold.

Beta Wealth Group first reported a position in ACWX in Q4 2020 and held it in 17 quarters. The position peaked at $3.58M in Q3 2024. 499 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

  • Beta Wealth Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2025 after selling out during the quarter.
  • Beta Wealth Group sold 64,401 iShares MSCI ACWI ex US ETF shares in Q1 2025, an estimated $3.36M.
  • Beta Wealth Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 17 quarters.
  • Beta Wealth Group's iShares MSCI ACWI ex US ETF position peaked at $3.58M in Q3 2024.
  • 499 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on Beta Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.