EFP
ACWX icon

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

EnRich Financial 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
Q1 		– Sell
-1,733
Closed -$90.4K – 58
2024
Q4 		$90.4K Hold
1,733
– – 0.03% 81
2024
Q3 		$99.2K Sell
1,733
-128
-7% -$6.97K 0.03% 76
2024
Q2 		$98.9K Hold
1,861
– – 0.04% 72
2024
Q1 		$99.4K Buy
+1,861
New +$95.5K 0.04% 71

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EnRich Financial Partners's ACWX Position: Q1 2025 in Review

EnRich Financial Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2025, closing a stake of 1,733 shares — an estimated $90.4K sold.

EnRich Financial Partners first reported a position in ACWX in Q1 2024 and held it in 4 quarters. The position peaked at $99.4K in Q1 2024. 497 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

  • EnRich Financial Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 1,733 iShares MSCI ACWI ex US ETF shares in Q1 2025, an estimated $90.4K.
  • EnRich Financial Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's iShares MSCI ACWI ex US ETF position peaked at $99.4K in Q1 2024.
  • 497 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.