EH
ACWX icon

Equitable Holdings’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Equitable Holdings’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 		$4.09M Buy
60,865
+32,817
+117% +$2.32M 0.03% 509
2025
Q4 		$1.88M Buy
28,048
+1,564
+6% +$104K 0.01% 655
2025
Q3 		$1.72M Buy
26,484
+460
+2% +$28.8K 0.01% 668
2025
Q2 		$1.59M Buy
26,024
+441
+2% +$25.5K 0.01% 652
2025
Q1 		$1.42M Buy
25,583
+700
+3% +$38.4K 0.01% 609
2024
Q4 		$1.3M Buy
24,883
+148
+0.6% +$8.1K 0.01% 606
2024
Q3 		$1.42M Buy
24,735
+342
+1% +$18.6K 0.01% 581
2024
Q2 		$1.3M Buy
24,393
+1,882
+8% +$100K 0.01% 584
2024
Q1 		$1.2M Sell
22,511
-30
-0.1% -$1.54K 0.01% 572
2023
Q4 		$1.15M Buy
22,541
+128
+0.6% +$6.16K 0.01% 546
2023
Q3 		$1.05M Buy
22,413
+1,094
+5% +$53.5K 0.02% 526
2023
Q2 		$1.05M Buy
21,319
+12
+0.1% +$591 0.02% 507
2023
Q1 		$1.04M Hold
21,307
– – 0.02% 458
2022
Q4 		$969K Buy
+21,307
New +$935K 0.02% 451
2022
Q3 		– Sell
-21,140
Closed -$951K – 867
2022
Q2 		$951K Buy
+21,140
New +$1.02M 0.02% 416

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

Equitable Holdings's ACWX Position: Q1 2026 in Review

Equitable Holdings increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 117% in Q1 2026, buying an estimated $2.32M and bringing the position to 60,865 shares worth $4.09M. The position accounts for 0.03% of the portfolio, ranked #509.

Equitable Holdings first reported a position in ACWX in Q2 2022 and has held it in 15 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Equitable Holdings held 60,865 shares of iShares MSCI ACWI ex US ETF worth $4.09M as of Q1 2026.
  • Equitable Holdings bought 32,817 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $2.32M.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #509 holding.
  • Equitable Holdings first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and has held it in 15 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.