Hazlett, Burt & Watson’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Hazlett, Burt & Watson’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	$161K	Buy	2,364 +100	+4%	+$7.05K	0.05%	280
2025 Q4	$153K	Buy	2,264 +17	+0.8%	+$1.13K	0.05%	286
2025 Q3	$147K	Sell	2,247 -47	-2%	-$2.94K	0.05%	270
2025 Q2	$141K	Buy	2,294 +17	+0.7%	+$982	0.06%	237
2025 Q1	$127K	Hold	2,277	–	–	0.06%	245
2024 Q4	$120K	Buy	2,277 +237	+12%	+$13K	0.05%	262
2024 Q3	$117K	Hold	2,040	–	–	0.05%	261
2024 Q2	$108K	Buy	2,040 +293	+17%	+$15.6K	0.06%	259
2024 Q1	$93K	Buy	1,747 +563	+48%	+$28.9K	0.06%	253
2023 Q4	$60K	Hold	1,184	–	–	0.04%	284
2023 Q3	$56K	Hold	1,184	–	–	0.04%	281
2023 Q2	$58K	Sell	1,184 -163	-12%	-$8.03K	0.04%	278
2023 Q1	$66K	Hold	1,347	–	–	0.05%	247
2022 Q4	$60K	Sell	1,347 -385	-22%	-$16.9K	0.05%	243
2022 Q3	$71K	Sell	1,732 -2,109	-55%	-$93.8K	0.07%	226
2022 Q2	$172K	Buy	3,841 +40	+1%	+$1.94K	0.16%	134
2022 Q1	$198K	Buy	+3,801	New	+$202K	0.16%	134

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 $8.19B AUM 30.56% 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

Hazlett, Burt & Watson's ACWX Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 4.4% in Q1 2026, buying an estimated $7.05K and bringing the position to 2,364 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #280.

Hazlett, Burt & Watson first reported a position in ACWX in Q1 2022 and has held it in 17 quarters since. The position peaked at $198K in Q1 2022. 702 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Hazlett, Burt & Watson held 2,364 shares of iShares MSCI ACWI ex US ETF worth $161K as of Q1 2026.
Hazlett, Burt & Watson bought 100 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $7.05K.
iShares MSCI ACWI ex US ETF made up 0.05% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #280 holding.
Hazlett, Burt & Watson first reported a position in iShares MSCI ACWI ex US ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's iShares MSCI ACWI ex US ETF position peaked at $198K in Q1 2022.
702 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.