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Callan Family Office’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Callan Family Office’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 		$1.45M Sell
21,232
-176,350
-89% -$12.4M 0.03% 447
2025
Q4 		$13.3M Buy
197,582
+150,616
+321% +$9.98M 0.28% 67
2025
Q3 		$3.05M Buy
+46,966
New +$2.94M 0.1% 213
2025
Q1 		– Sell
-69,580
Closed -$3.63M – 545
2024
Q4 		$3.63M Buy
+69,580
New +$3.81M 0.23% 84

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 $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

Callan Family Office's ACWX Position: Q1 2026 in Review

Callan Family Office reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 89% in Q1 2026, selling an estimated $12.4M and leaving 21,232 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #447.

Callan Family Office first reported a position in ACWX in Q4 2024 and has held it in 4 quarters since. The position peaked at $13.3M in Q4 2025. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Callan Family Office held 21,232 shares of iShares MSCI ACWI ex US ETF worth $1.45M as of Q1 2026.
  • Callan Family Office sold 176,350 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $12.4M.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #447 holding.
  • Callan Family Office first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 4 quarters since.
  • Callan Family Office's iShares MSCI ACWI ex US ETF position peaked at $13.3M in Q4 2025.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.