CWG
ACWX icon

Cornerstone Wealth Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cornerstone Wealth Group’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 		$22M Sell
302,240
-4,493
-1% -$317K 1.41% 15
2025
Q4 		$20.6M Sell
306,733
-5,354
-2% -$355K 1.41% 14
2025
Q3 		$20.3M Sell
312,087
-6,206
-2% -$388K 1.37% 14
2025
Q2 		$19.4M Sell
318,293
-18,284
-5% -$1.06M 1.45% 13
2025
Q1 		$18.7M Sell
336,577
-16,263
-5% -$893K 1.54% 10
2024
Q4 		$18.4M Sell
352,840
-14,184
-4% -$776K 1.5% 11
2024
Q3 		$21M Sell
367,024
-12,128
-3% -$661K 1.74% 8
2024
Q2 		$20.1M Sell
379,152
-16,843
-4% -$898K 1.79% 8
2024
Q1 		$21.1M Buy
395,995
+1,025
+0.3% +$52.6K 1.94% 8
2023
Q4 		$20.2M Buy
+394,970
New +$19M 2.89% 5
2022
Q3 		– Sell
-282,698
Closed -$12.7M – 126
2022
Q2 		$12.7M Buy
282,698
+131,551
+87% +$6.37M 2.66% 6
2022
Q1 		$7.9M Buy
151,147
+7,992
+6% +$426K 1.45% 14
2021
Q4 		$7.96M Buy
143,155
+10,191
+8% +$573K 1.36% 20
2021
Q3 		$7.37M Buy
132,964
+6,400
+5% +$365K 1.3% 15
2021
Q2 		$7.04M Buy
126,564
+10,320
+9% +$593K 1.44% 12
2021
Q1 		$6.6M Buy
116,244
+286
+0.2% +$15.8K 1.34% 12
2020
Q4 		$6.15M Sell
115,958
-16,871
-13% -$837K 1.51% 12
2020
Q3 		$6.11M Buy
132,829
+7,902
+6% +$364K 1.67% 13
2020
Q2 		$5.4M Buy
+124,927
New +$5.11M 1.36% 15

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

Cornerstone Wealth Group's ACWX Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.5% in Q1 2026, selling an estimated $317K and leaving 302,240 shares worth $22M. The position accounts for 1.41% of the portfolio, ranked #15.

Cornerstone Wealth Group first reported a position in ACWX in Q2 2020 and has held it in 19 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Cornerstone Wealth Group held 302,240 shares of iShares MSCI ACWI ex US ETF worth $22M as of Q1 2026.
  • Cornerstone Wealth Group sold 4,493 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $317K.
  • iShares MSCI ACWI ex US ETF made up 1.41% of Cornerstone Wealth Group's portfolio in Q1 2026, its #15 holding.
  • Cornerstone Wealth Group first reported a position in iShares MSCI ACWI ex US ETF in Q2 2020 and has held it in 19 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.