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Edgestream Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Edgestream Partners’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
2025
Q4 		– Sell
-3,148
Closed -$205K – 929
2025
Q3 		$205K Buy
+3,148
New +$197K 0.01% 840
2024
Q2 		– Sell
-4,839
Closed -$258K – 823
2024
Q1 		$258K Buy
+4,839
New +$248K 0.01% 746

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Edgestream Partners's ACWX Position: Q4 2025 in Review

Edgestream Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2025, closing a stake of 3,148 shares — an estimated $205K sold.

Edgestream Partners first reported a position in ACWX in Q1 2024 and held it in 2 quarters. The position peaked at $258K in Q1 2024. 603 funds tracked by Wall St. Rank hold ACWX as of Q4 2025.

  • Edgestream Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 3,148 iShares MSCI ACWI ex US ETF shares in Q4 2025, an estimated $205K.
  • Edgestream Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2024 and held it in 2 quarters.
  • Edgestream Partners's iShares MSCI ACWI ex US ETF position peaked at $258K in Q1 2024.
  • 603 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.