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BridgePort Financial Solutions’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

BridgePort Financial Solutions’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 		$278K Buy
4,066
+859
+27% +$60.6K 0.08% 186
2025
Q4 		$215K Buy
+3,207
New +$212K 0.06% 226

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

BridgePort Financial Solutions's ACWX Position: Q1 2026 in Review

BridgePort Financial Solutions increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 27% in Q1 2026, buying an estimated $60.6K and bringing the position to 4,066 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #186.

BridgePort Financial Solutions first reported a position in ACWX in Q4 2025 and has held it in 2 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • BridgePort Financial Solutions held 4,066 shares of iShares MSCI ACWI ex US ETF worth $278K as of Q1 2026.
  • BridgePort Financial Solutions bought 859 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $60.6K.
  • iShares MSCI ACWI ex US ETF made up 0.08% of BridgePort Financial Solutions's portfolio in Q1 2026, its #186 holding.
  • BridgePort Financial Solutions first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 2 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.