Focus Partners Wealth
ACWX icon

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

Focus Partners Wealth’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 		$123M Buy
1,801,870
+119,289
+7% +$8.42M 0.14% 156
2025
Q4 		$113M Buy
1,682,581
+113,135
+7% +$7.5M 0.13% 161
2025
Q3 		$102M Buy
1,569,446
+71,531
+5% +$4.47M 0.16% 121
2025
Q2 		$91.3M Buy
1,497,915
+76,661
+5% +$4.43M 0.2% 111
2025
Q1 		$78.8M Buy
1,421,254
+1,391,713
+4,711% +$76.4M 0.2% 112
2024
Q4 		$1.54M Buy
29,541
+10,166
+52% +$556K ﹤0.01% 914
2024
Q3 		$1.11M Sell
19,375
-26,573
-58% -$1.45M ﹤0.01% 915
2024
Q2 		$2.44M Buy
45,948
+31,070
+209% +$1.66M 0.01% 620
2024
Q1 		$794K Buy
14,878
+125
+0.8% +$6.42K 0.01% 641
2023
Q4 		$753K Buy
+14,753
New +$710K 0.01% 501

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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth's ACWX Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 7.1% in Q1 2026, buying an estimated $8.42M and bringing the position to 1,801,870 shares worth $123M. The position accounts for 0.14% of the portfolio, ranked #156.

Focus Partners Wealth first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Focus Partners Wealth held 1,801,870 shares of iShares MSCI ACWI ex US ETF worth $123M as of Q1 2026.
  • Focus Partners Wealth bought 119,289 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $8.42M.
  • iShares MSCI ACWI ex US ETF made up 0.14% of Focus Partners Wealth's portfolio in Q1 2026, its #156 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.