FCM
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Fogel Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Fogel Capital Management’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 		$235K Hold
3,430
– – 0.11% 48
2025
Q4 		$230K Sell
3,430
-105
-3% -$6.96K 0.11% 48
2025
Q3 		$230K Buy
+3,535
New +$221K 0.11% 51
2024
Q2 		– Sell
-4,135
Closed -$221K – 40
2024
Q1 		$221K Buy
+4,135
New +$212K 0.13% 32

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 $8.19B AUM 30.56% 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

Fogel Capital Management's ACWX Position: Q1 2026 in Review

Fogel Capital Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 3,430 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #48.

Fogel Capital Management first reported a position in ACWX in Q1 2024 and has held it in 4 quarters since. 702 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Fogel Capital Management held 3,430 shares of iShares MSCI ACWI ex US ETF worth $235K as of Q1 2026.
  • Fogel Capital Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ex US ETF made up 0.11% of Fogel Capital Management's portfolio in Q1 2026, its #48 holding.
  • Fogel Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2024 and has held it in 4 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.