GLOBALT Investments’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

GLOBALT Investments’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	$8.56M	Hold	125,055	–	–	0.31%	42
2025 Q4	$8.39M	Hold	125,055	–	–	0.31%	45
2025 Q3	$8.13M	Sell	125,055 -10,150	-8%	-$635K	0.3%	45
2025 Q2	$8.24M	Sell	135,205 -19,850	-13%	-$1.15M	0.32%	42
2025 Q1	$8.6M	Sell	155,055 -15,650	-9%	-$859K	0.35%	36
2024 Q4	$8.9M	Buy	170,705 +18,475	+12%	+$1.01M	0.34%	34
2024 Q3	$8.71M	Sell	152,230 -4,800	-3%	-$261K	0.33%	33
2024 Q2	$8.34M	Buy	157,030 +35,200	+29%	+$1.88M	0.33%	36
2024 Q1	$6.5M	Sell	121,830 -255	-0.2%	-$13.1K	0.26%	53
2023 Q4	$6.23M	Buy	+122,085	New	+$5.88M	0.26%	55

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

GLOBALT Investments's ACWX Position: Q1 2026 in Review

GLOBALT Investments held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 125,055 shares worth $8.56M. The position accounts for 0.31% of the portfolio, ranked #42.

GLOBALT Investments first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.9M in Q4 2024. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

GLOBALT Investments held 125,055 shares of iShares MSCI ACWI ex US ETF worth $8.56M as of Q1 2026.
GLOBALT Investments left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up 0.31% of GLOBALT Investments's portfolio in Q1 2026, its #42 holding.
GLOBALT Investments first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's iShares MSCI ACWI ex US ETF position peaked at $8.9M in Q4 2024.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.