GRP
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Global Retirement Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Global Retirement Partners’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 		$1.78M Sell
26,556
-836
-3% -$55.4K 0.03% 464
2025
Q3 		$1.78M Buy
27,392
+789
+3% +$49.3K 0.04% 387
2025
Q2 		$1.62M Buy
+26,603
New +$1.54M 0.04% 387
2024
Q4 		$1.47M Sell
28,261
-1,215
-4% -$66.5K 0.04% 363
2024
Q3 		$1.69M Sell
29,476
-74,507
-72% -$4.06M 0.05% 326
2024
Q2 		$5.52M Buy
103,983
+27,200
+35% +$1.45M 0.17% 117
2024
Q1 		$4.1M Buy
76,783
+4,583
+6% +$235K 0.15% 143
2023
Q4 		$3.58M Buy
72,200
+10,230
+17% +$492K 0.15% 144
2023
Q3 		$2.84M Buy
61,970
+3,389
+6% +$166K 0.14% 145
2023
Q2 		$2.88M Buy
58,581
+41,538
+244% +$2.05M 0.14% 141
2023
Q1 		$837K Sell
17,043
-226
-1% -$10.9K 0.04% 334
2022
Q4 		$786K Buy
17,269
+583
+3% +$25.6K 0.05% 293
2022
Q3 		$691K Sell
16,686
-17,340
-51% -$772K 0.05% 312
2022
Q2 		$1.53M Sell
34,026
-238
-0.7% -$11.5K 0.12% 177
2022
Q1 		$1.66M Buy
+34,264
New +$1.83M 0.13% 172
2021
Q4 		– Sell
-11,918
Closed -$660K – 267
2021
Q3 		$660K Buy
11,918
+144
+1% +$8.2K 0.07% 249
2021
Q2 		$677K Hold
11,774
– – 0.07% 246
2021
Q1 		$650K Hold
11,774
– – 0.08% 219
2020
Q4 		$624K Hold
11,774
– – 0.08% 212
2020
Q3 		$541K Hold
11,774
– – 0.08% 221
2020
Q2 		$509K Sell
11,774
-29,170
-71% -$1.19M 0.08% 213
2020
Q1 		$1.54M Buy
+40,944
New +$1.84M 0.29% 72
2019
Q1 		– Sell
-269
Closed -$11K – 1511
2018
Q4 		$11K Buy
+269
New +$11.9K ﹤0.01% 927

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
AF
Align Financial Hermantown, Minnesota $176M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Global Retirement Partners's ACWX Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.1% in Q4 2025, selling an estimated $55.4K and leaving 26,556 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #464.

Global Retirement Partners first reported a position in ACWX in Q4 2018 and has held it in 23 quarters since. The position peaked at $5.52M in Q2 2024. 603 funds tracked by Wall St. Rank hold ACWX as of Q4 2025.

  • Global Retirement Partners held 26,556 shares of iShares MSCI ACWI ex US ETF worth $1.78M as of Q4 2025.
  • Global Retirement Partners sold 836 iShares MSCI ACWI ex US ETF shares in Q4 2025, an estimated $55.4K.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #464 holding.
  • Global Retirement Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 23 quarters since.
  • Global Retirement Partners's iShares MSCI ACWI ex US ETF position peaked at $5.52M in Q2 2024.
  • 603 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.