Consilio Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Consilio Wealth 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	$1.5M	Hold	21,906	–	–	0.44%	31
2025 Q4	$1.47M	Buy	21,906 +342	+2%	+$22.7K	0.43%	29
2025 Q3	$1.4M	Hold	21,564	–	–	0.46%	27
2025 Q2	$1.31M	Buy	+21,564	New	+$1.25M	0.47%	25
2022 Q1	–	Sell	-215,421	Closed	-$12M	–	38
2021 Q4	$12M	Buy	+215,421	New	+$12.1M	9.29%	4

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 $8.19B AUM 30.56% 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

Consilio Wealth Advisors's ACWX Position: Q1 2026 in Review

Consilio Wealth Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 21,906 shares worth $1.5M. The position accounts for 0.44% of the portfolio, ranked #31.

Consilio Wealth Advisors first reported a position in ACWX in Q4 2021 and has held it in 5 quarters since. The position peaked at $12M in Q4 2021. 702 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Consilio Wealth Advisors held 21,906 shares of iShares MSCI ACWI ex US ETF worth $1.5M as of Q1 2026.
Consilio Wealth Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up 0.44% of Consilio Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Consilio Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 5 quarters since.
Consilio Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $12M in Q4 2021.
702 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.