Fountainhead AM’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Fountainhead AM’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 Q4	–	Sell	-8,073	Closed	-$525K	–	167
2025 Q3	$525K	Buy	8,073 +341	+4%	+$21.3K	0.07%	115
2025 Q2	$471K	Buy	7,732 +1,720	+29%	+$99.3K	0.07%	119
2025 Q1	$333K	Buy	+6,012	New	+$330K	0.05%	127

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Fountainhead AM's ACWX Position: Q4 2025 in Review

Fountainhead AM sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2025, closing a stake of 8,073 shares — an estimated $525K sold.

Fountainhead AM first reported a position in ACWX in Q1 2025 and held it in 3 quarters. The position peaked at $525K in Q3 2025. 608 funds tracked by Wall St. Rank hold ACWX as of Q4 2025.

Fountainhead AM reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2025 after selling out during the quarter.
Fountainhead AM sold 8,073 iShares MSCI ACWI ex US ETF shares in Q4 2025, an estimated $525K.
Fountainhead AM first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and held it in 3 quarters.
Fountainhead AM's iShares MSCI ACWI ex US ETF position peaked at $525K in Q3 2025.
608 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.