Corient Private Wealth
ACWX icon

Corient Private Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Corient Private Wealth’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 		$15M Sell
396,402
-323,042
-45% -$22.8M 0.02% 479
2025
Q4 		$44.4M Buy
719,444
+398,076
+124% +$26.4M 0.03% 388
2025
Q3 		$20.9M Buy
321,368
+47,111
+17% +$2.95M 0.03% 383
2025
Q2 		$16.7M Buy
274,257
+93,112
+51% +$5.38M 0.02% 416
2025
Q1 		$10M Sell
181,145
-292,827
-62% -$16.1M 0.02% 515
2024
Q4 		$19.8M Buy
473,972
+189,560
+67% +$10.4M 0.03% 397
2024
Q3 		$16.3M Sell
284,412
-26,620
-9% -$1.45M 0.03% 456
2024
Q2 		$16.5M Sell
311,032
-37,603
-11% -$2.01M 0.03% 424
2024
Q1 		$18.6M Sell
348,635
-54,220
-13% -$2.78M 0.03% 410
2023
Q4 		$20.6M Buy
402,855
+28,686
+8% +$1.38M 0.04% 382
2023
Q3 		$17.6M Sell
374,169
-10,400
-3% -$509K 0.04% 376
2023
Q2 		$18.9M Buy
384,569
+17,514
+5% +$862K 0.04% 353
2023
Q1 		$17.9M Sell
367,055
-77,459
-17% -$3.73M 0.05% 334
2022
Q4 		$10.8M Buy
+444,514
New +$19.5M 0.04% 358

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

Corient Private Wealth's ACWX Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 45% in Q1 2026, selling an estimated $22.8M and leaving 396,402 shares worth $15M. The position accounts for 0.02% of the portfolio, ranked #479.

Corient Private Wealth first reported a position in ACWX in Q4 2022 and has held it in 14 quarters since. The position peaked at $44.4M in Q4 2025. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Corient Private Wealth held 396,402 shares of iShares MSCI ACWI ex US ETF worth $15M as of Q1 2026.
  • Corient Private Wealth sold 323,042 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $22.8M.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #479 holding.
  • Corient Private Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares MSCI ACWI ex US ETF position peaked at $44.4M in Q4 2025.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.