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Councilmark Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Councilmark Asset Management’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 		$250K Hold
3,650
– – 0.14% 78
2025
Q4 		$245K Hold
3,650
– – 0.14% 78
2025
Q3 		$237K Hold
3,650
– – 0.14% 79
2025
Q2 		$222K Hold
3,650
– – 0.14% 81
2025
Q1 		$202K Buy
+3,650
New +$200K 0.14% 86
2024
Q4 		– Sell
-3,650
Closed -$209K – 81
2024
Q3 		$209K Buy
+3,650
New +$199K 0.14% 81

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

Councilmark Asset Management's ACWX Position: Q1 2026 in Review

Councilmark Asset Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 3,650 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #78.

Councilmark Asset Management first reported a position in ACWX in Q3 2024 and has held it in 6 quarters since. 702 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Councilmark Asset Management held 3,650 shares of iShares MSCI ACWI ex US ETF worth $250K as of Q1 2026.
  • Councilmark Asset Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ex US ETF made up 0.14% of Councilmark Asset Management's portfolio in Q1 2026, its #78 holding.
  • Councilmark Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2024 and has held it in 6 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.