Cerity Partners
ACWX icon

Cerity Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cerity Partners’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 		$104M Buy
1,521,366
+583,164
+62% +$41.1M 0.15% 134
2025
Q4 		$63M Buy
938,202
+109,615
+13% +$7.26M 0.09% 193
2025
Q3 		$53.9M Sell
828,587
-23,860
-3% -$1.49M 0.09% 199
2025
Q2 		$51.9M Sell
852,447
-23,994
-3% -$1.39M 0.09% 193
2025
Q1 		$48.6M Buy
876,441
+76,706
+10% +$4.21M 0.1% 185
2024
Q4 		$41.8M Buy
799,735
+7,874
+1% +$431K 0.09% 192
2024
Q3 		$45.3M Buy
791,861
+34,323
+5% +$1.87M 0.1% 186
2024
Q2 		$40.2M Buy
757,538
+21,980
+3% +$1.17M 0.11% 175
2024
Q1 		$39.3M Buy
735,558
+89,597
+14% +$4.6M 0.1% 187
2023
Q4 		$33M Buy
645,961
+634,244
+5,413% +$30.5M 0.11% 178
2023
Q3 		$551K Sell
11,717
-587,816
-98% -$28.8M ﹤0.01% 946
2023
Q2 		$29.5M Buy
599,533
+86,763
+17% +$4.27M 0.11% 176
2023
Q1 		$25M Buy
512,770
+101,239
+25% +$4.88M 0.06% 211
2022
Q4 		$18.7M Buy
411,531
+12,768
+3% +$560K 0.12% 177
2022
Q3 		$16M Sell
398,763
-15,717
-4% -$699K 0.19% 107
2022
Q2 		$18.7M Buy
414,480
+139,607
+51% +$6.76M 0.21% 101
2022
Q1 		$14.4M Buy
274,873
+237,102
+628% +$12.6M 0.22% 87
2021
Q4 		$2.1M Buy
+37,771
New +$2.12M 0.03% 311
2021
Q1 		– Sell
-20,714
Closed -$1.1M – 694
2020
Q4 		$1.1M Buy
20,714
+3,048
+17% +$151K 0.04% 290
2020
Q3 		$810K Buy
17,666
+507
+3% +$23.4K 0.03% 266
2020
Q2 		$741K Sell
17,159
-132
-0.8% -$5.39K 0.04% 236
2020
Q1 		$654K Buy
17,291
+5,589
+48% +$251K 0.04% 256
2019
Q4 		$575K Buy
+11,702
New +$558K 0.03% 314
2019
Q1 		– Sell
-13,450
Closed -$564K – 530
2018
Q4 		$564K Buy
+13,450
New +$593K 0.04% 299

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

Cerity Partners's ACWX Position: Q1 2026 in Review

Cerity Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 62% in Q1 2026, buying an estimated $41.1M and bringing the position to 1,521,366 shares worth $104M. The position accounts for 0.15% of the portfolio, ranked #134.

Cerity Partners first reported a position in ACWX in Q4 2018 and has held it in 24 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Cerity Partners held 1,521,366 shares of iShares MSCI ACWI ex US ETF worth $104M as of Q1 2026.
  • Cerity Partners bought 583,164 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $41.1M.
  • iShares MSCI ACWI ex US ETF made up 0.15% of Cerity Partners's portfolio in Q1 2026, its #134 holding.
  • Cerity Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 24 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.