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Brightwater Advisory’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Brightwater Advisory’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 		$3.3M Sell
48,224
-369
-0.8% -$26K 2.18% 17
2025
Q4 		$3.26M Sell
48,593
-66
-0.1% -$4.37K 2.2% 18
2025
Q3 		$3.16M Buy
48,659
+496
+1% +$31K 2.17% 19
2025
Q2 		$2.94M Buy
48,163
+16,807
+54% +$970K 2.11% 20
2025
Q1 		$1.74M Sell
31,356
-459
-1% -$25.2K 1.38% 24
2024
Q4 		$1.66M Sell
31,815
-900
-3% -$49.2K 1.3% 24
2024
Q3 		$1.87M Sell
32,715
-1,403
-4% -$76.4K 1.38% 24
2024
Q2 		$1.81M Sell
34,118
-2,098
-6% -$112K 1.4% 23
2024
Q1 		$1.93M Sell
36,216
-22
-0.1% -$1.13K 1.55% 23
2023
Q4 		$1.85M Buy
+36,238
New +$1.74M 1.56% 23

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 $424B AUM 22.94% 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

Brightwater Advisory's ACWX Position: Q1 2026 in Review

Brightwater Advisory reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.76% in Q1 2026, selling an estimated $26K and leaving 48,224 shares worth $3.3M. The position accounts for 2.18% of the portfolio, ranked #17.

Brightwater Advisory first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. 703 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Brightwater Advisory held 48,224 shares of iShares MSCI ACWI ex US ETF worth $3.3M as of Q1 2026.
  • Brightwater Advisory sold 369 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $26K.
  • iShares MSCI ACWI ex US ETF made up 2.18% of Brightwater Advisory's portfolio in Q1 2026, its #17 holding.
  • Brightwater Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
  • 703 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.