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Gutierrez Wealth Advisory’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Gutierrez Wealth Advisory’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 		$1.38M Hold
20,140
– – 0.86% 19
2025
Q4 		$1.35M Buy
20,140
+288
+1% +$19.1K 0.85% 17
2025
Q3 		$1.29M Hold
19,852
– – 0.83% 19
2025
Q2 		$1.21M Buy
+19,852
New +$1.15M 0.81% 19

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gutierrez Wealth Advisory's ACWX Position: Q1 2026 in Review

Gutierrez Wealth Advisory held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 20,140 shares worth $1.38M. The position accounts for 0.86% of the portfolio, ranked #19.

Gutierrez Wealth Advisory first reported a position in ACWX in Q2 2025 and has held it in 4 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Gutierrez Wealth Advisory held 20,140 shares of iShares MSCI ACWI ex US ETF worth $1.38M as of Q1 2026.
  • Gutierrez Wealth Advisory left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ex US ETF made up 0.86% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #19 holding.
  • Gutierrez Wealth Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and has held it in 4 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.