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

Certuity’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	$3.74M	Hold	54,638	–	–	0.25%	70
2025 Q4	$3.67M	Buy	54,638 +2,468	+5%	+$164K	0.23%	67
2025 Q3	$3.39M	Hold	52,170	–	–	0.23%	69
2025 Q2	$3.18M	Buy	52,170 +733	+1%	+$42.3K	0.3%	60
2025 Q1	$2.85M	Hold	51,437	–	–	0.3%	61
2024 Q4	$2.68M	Buy	51,437 +745	+1%	+$40.8K	0.29%	61
2024 Q3	$2.9M	Hold	50,692	–	–	0.31%	64
2024 Q2	$2.69M	Buy	50,692 +744	+1%	+$39.7K	0.21%	60
2024 Q1	$2.67M	Hold	49,948	–	–	0.23%	59
2023 Q4	$2.55M	Buy	49,948 +697	+1%	+$33.5K	0.26%	58
2023 Q3	$2.32M	Hold	49,251	–	–	0.27%	57
2023 Q2	$2.42M	Buy	49,251 +791	+2%	+$39K	0.28%	55
2023 Q1	$2.36M	Hold	48,460	–	–	0.35%	44
2022 Q4	$2.2M	Buy	48,460 +402	+0.8%	+$17.6K	0.35%	43
2022 Q3	$1.92M	Buy	+48,058	New	+$2.14M	0.45%	33

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Certuity's ACWX Position: Q1 2026 in Review

Certuity held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 54,638 shares worth $3.74M. The position accounts for 0.25% of the portfolio, ranked #70.

Certuity first reported a position in ACWX in Q3 2022 and has held it in 15 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Certuity held 54,638 shares of iShares MSCI ACWI ex US ETF worth $3.74M as of Q1 2026.
Certuity left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up 0.25% of Certuity's portfolio in Q1 2026, its #70 holding.
Certuity first reported a position in iShares MSCI ACWI ex US ETF in Q3 2022 and has held it in 15 quarters since.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.