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Glass Jacobson Investment Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Glass Jacobson Investment Advisors’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
Q2 		– Sell
-72
Closed -$3.76K – 568
2025
Q1 		$3.76K Hold
72
– – ﹤0.01% 692
2024
Q4 		$3.76K Buy
72
+1
+1% +$55 ﹤0.01% 692
2024
Q3 		$4.06K Buy
+71
New +$3.87K ﹤0.01% 648

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Glass Jacobson Investment Advisors's ACWX Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2025, closing a stake of 72 shares — an estimated $3.76K sold.

Glass Jacobson Investment Advisors first reported a position in ACWX in Q3 2024 and held it in 3 quarters. The position peaked at $4.06K in Q3 2024. 533 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 72 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $3.76K.
  • Glass Jacobson Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2024 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's iShares MSCI ACWI ex US ETF position peaked at $4.06K in Q3 2024.
  • 533 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.