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

BIP Wealth’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 		$2.28M Sell
33,320
-569
-2% -$40.1K 0.09% 129
2025
Q4 		$2.27M Sell
33,889
-150
-0.4% -$9.94K 0.08% 140
2025
Q3 		$2.21M Buy
34,039
+3,984
+13% +$249K 0.11% 83
2025
Q2 		$1.83M Sell
30,055
-4,400
-13% -$254K 0.11% 72
2025
Q1 		$1.91M Hold
34,455
– – 0.12% 69
2024
Q4 		$1.8M Buy
34,455
+300
+0.9% +$16.4K 0.12% 70
2024
Q3 		$1.95M Buy
34,155
+3,190
+10% +$174K 0.13% 65
2024
Q2 		$1.65M Sell
30,965
-4,390
-12% -$234K 0.13% 61
2024
Q1 		$1.89M Sell
35,355
-400
-1% -$20.5K 0.14% 61
2023
Q4 		$1.82M Buy
35,755
+2,950
+9% +$142K 0.14% 60
2023
Q3 		$1.54M Sell
32,805
-4,100
-11% -$201K 0.14% 61
2023
Q2 		$1.82M Sell
36,905
-3,093
-8% -$152K 0.15% 59
2023
Q1 		$1.95M Buy
+39,998
New +$1.93M 0.21% 57

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

BIP Wealth's ACWX Position: Q1 2026 in Review

BIP Wealth reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.7% in Q1 2026, selling an estimated $40.1K and leaving 33,320 shares worth $2.28M. The position accounts for 0.09% of the portfolio, ranked #129.

BIP Wealth first reported a position in ACWX in Q1 2023 and has held it in 13 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • BIP Wealth held 33,320 shares of iShares MSCI ACWI ex US ETF worth $2.28M as of Q1 2026.
  • BIP Wealth sold 569 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $40.1K.
  • iShares MSCI ACWI ex US ETF made up 0.09% of BIP Wealth's portfolio in Q1 2026, its #129 holding.
  • BIP Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 13 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.