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

Harbour 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	$876K	Buy	12,796 +12,781	+85,207%	+$902K	0.01%	813
2025 Q4	$1.01K	Sell	15 -66	-81%	-$4.37K	﹤0.01%	3451
2025 Q3	$5.27K	Buy	81 +15	+23%	+$938	﹤0.01%	2965
2025 Q2	$4.02K	Hold	66	–	–	﹤0.01%	2954
2025 Q1	$3.66K	Hold	66	–	–	﹤0.01%	2925
2024 Q4	$3.44K	Hold	66	–	–	﹤0.01%	2867
2024 Q3	$3.78K	Hold	66	–	–	﹤0.01%	2723
2024 Q2	$3.51K	Hold	66	–	–	﹤0.01%	2643
2024 Q1	$3.52K	Hold	66	–	–	﹤0.01%	2615
2023 Q4	$3.37K	Hold	66	–	–	﹤0.01%	2545
2023 Q3	$3.1K	Hold	66	–	–	﹤0.01%	2433
2023 Q2	$3.25K	Hold	66	–	–	﹤0.01%	2411
2023 Q1	$3.22K	Hold	66	–	–	﹤0.01%	2427
2022 Q4	$3K	Hold	66	–	–	﹤0.01%	2405
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	2290
2022 Q2	$3K	Buy	+66	New	+$3.19K	﹤0.01%	2290
2021 Q4	$4K	Hold	66	–	–	﹤0.01%	2214
2021 Q3	$4K	Hold	66	–	–	﹤0.01%	3049
2021 Q2	$4K	Sell	66 -140	-68%	-$8.04K	﹤0.01%	3116
2021 Q1	$11K	Buy	+206	New	+$11.4K	﹤0.01%	2533

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

Harbour Investments's ACWX Position: Q1 2026 in Review

Harbour Investments increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 85,207% in Q1 2026, buying an estimated $902K and bringing the position to 12,796 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #813.

Harbour Investments first reported a position in ACWX in Q1 2021 and has held it in 20 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Harbour Investments held 12,796 shares of iShares MSCI ACWI ex US ETF worth $876K as of Q1 2026.
Harbour Investments bought 12,781 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $902K.
iShares MSCI ACWI ex US ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #813 holding.
Harbour Investments first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and has held it in 20 quarters since.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

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