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Coastal Bridge Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Coastal Bridge Advisors’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 		$760K Buy
11,107
+2,035
+22% +$144K 0.05% 249
2025
Q4 		$609K Buy
9,072
+821
+10% +$54.4K 0.05% 288
2025
Q3 		$536K Buy
8,251
+217
+3% +$13.6K 0.04% 288
2025
Q2 		$490K Buy
8,034
+2,657
+49% +$153K 0.04% 295
2025
Q1 		$298K Buy
+5,377
New +$295K 0.07% 196

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

Coastal Bridge Advisors's ACWX Position: Q1 2026 in Review

Coastal Bridge Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 22% in Q1 2026, buying an estimated $144K and bringing the position to 11,107 shares worth $760K. The position accounts for 0.05% of the portfolio, ranked #249.

Coastal Bridge Advisors first reported a position in ACWX in Q1 2025 and has held it in 5 quarters since. 702 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Coastal Bridge Advisors held 11,107 shares of iShares MSCI ACWI ex US ETF worth $760K as of Q1 2026.
  • Coastal Bridge Advisors bought 2,035 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $144K.
  • iShares MSCI ACWI ex US ETF made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #249 holding.
  • Coastal Bridge Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 5 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.