Edmond de Rothschild Holding’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Edmond de Rothschild Holding’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	–	Sell	-150	Closed	-$10.1K	–	547
2025 Q4	$10.1K	Hold	150	–	–	﹤0.01%	533
2025 Q3	$9.75K	Hold	150	–	–	﹤0.01%	534
2025 Q2	$9.14K	Sell	150 -135	-47%	-$7.79K	﹤0.01%	533
2025 Q1	$15.8K	Hold	285	–	–	﹤0.01%	520
2024 Q4	$14.9K	Hold	285	–	–	﹤0.01%	556
2024 Q3	$16.3K	Hold	285	–	–	﹤0.01%	585
2024 Q2	$15.1K	Hold	285	–	–	﹤0.01%	623
2024 Q1	$15.2K	Hold	285	–	–	﹤0.01%	631
2023 Q4	$14.5K	Hold	285	–	–	﹤0.01%	642
2023 Q3	$13.4K	Hold	285	–	–	﹤0.01%	649
2023 Q2	$14K	Hold	285	–	–	﹤0.01%	666
2023 Q1	$13.9K	Hold	285	–	–	﹤0.01%	669
2022 Q4	$13K	Hold	285	–	–	﹤0.01%	733
2022 Q3	$11K	Hold	285	–	–	﹤0.01%	767
2022 Q2	$13K	Hold	285	–	–	﹤0.01%	751
2022 Q1	$15K	Hold	285	–	–	﹤0.01%	759
2021 Q4	$16K	Hold	285	–	–	﹤0.01%	775
2021 Q3	$16K	Hold	285	–	–	﹤0.01%	763
2021 Q2	$16K	Sell	285 -285	-50%	-$16.4K	﹤0.01%	732
2021 Q1	$31K	Hold	570	–	–	﹤0.01%	641
2020 Q4	$30K	Buy	+570	New	+$28.3K	﹤0.01%	579

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edmond de Rothschild Holding's ACWX Position: Q1 2026 in Review

Edmond de Rothschild Holding sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2026, closing a stake of 150 shares — an estimated $10.1K sold.

Edmond de Rothschild Holding first reported a position in ACWX in Q4 2020 and held it in 21 quarters. The position peaked at $31K in Q1 2021. 709 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Edmond de Rothschild Holding reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2026 after selling out during the quarter.
Edmond de Rothschild Holding sold 150 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $10.1K.
Edmond de Rothschild Holding first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 21 quarters.
Edmond de Rothschild Holding's iShares MSCI ACWI ex US ETF position peaked at $31K in Q1 2021.
709 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.