Geneos Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Geneos Wealth 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	$13.3K	Hold	194	–	–	﹤0.01%	1910
2025 Q4	$13K	Buy	194 +116	+149%	+$7.69K	﹤0.01%	1882
2025 Q3	$5.07K	Hold	78	–	–	﹤0.01%	2141
2025 Q2	$4.75K	Sell	78 -39	-33%	-$2.25K	﹤0.01%	2595
2025 Q1	$6.49K	Buy	117 +78	+200%	+$4.28K	﹤0.01%	2692
2024 Q4	$2.03K	Hold	39	–	–	﹤0.01%	2594
2024 Q3	$2.23K	Hold	39	–	–	﹤0.01%	2274
2024 Q2	$2.07K	Hold	39	–	–	﹤0.01%	1879
2024 Q1	$2.08K	Buy	+39	New	+$2K	﹤0.01%	1893
2019 Q3	–	Sell	-69	Closed	-$3K	–	2485
2019 Q2	$3K	Hold	69	–	–	﹤0.01%	2195
2019 Q1	$3K	Sell	69 -670	-91%	-$30.2K	﹤0.01%	2130
2018 Q4	$30K	Buy	739 +670	+971%	+$29.5K	﹤0.01%	1324
2018 Q3	$3K	Buy	+69	New	+$3.28K	﹤0.01%	2152
2018 Q1	–	Sell	-69	Closed	-$3K	–	2165
2017 Q4	$3K	Hold	69	–	–	﹤0.01%	1920
2017 Q3	$3K	Buy	+69	New	+$3.26K	﹤0.01%	1868

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geneos Wealth Management's ACWX Position: Q1 2026 in Review

Geneos Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 194 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Geneos Wealth Management first reported a position in ACWX in Q3 2017 and has held it in 15 quarters since. The position peaked at $30K in Q4 2018. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Geneos Wealth Management held 194 shares of iShares MSCI ACWI ex US ETF worth $13.3K as of Q1 2026.
Geneos Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1910 holding.
Geneos Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2017 and has held it in 15 quarters since.
Geneos Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $30K in Q4 2018.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.