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

Horizon 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 		$169K Buy
2,472
+1,236
+100% +$87.2K ﹤0.01% 1002
2025
Q4 		$83K Buy
1,236
+1,021
+475% +$67.6K ﹤0.01% 1087
2025
Q3 		$14K Buy
+215
New +$13.4K ﹤0.01% 1031
2025
Q1 		– Sell
-21
Closed -$1.09K – 863
2024
Q4 		$1.09K Buy
21
+14
+200% +$766 ﹤0.01% 801
2024
Q3 		$401 Buy
+7
New +$381 ﹤0.01% 821
2023
Q3 		– Sell
-33
Closed -$1.62K – 792
2023
Q2 		$1.62K Sell
33
-18
-35% -$886 ﹤0.01% 660
2023
Q1 		$2.49K Buy
+51
New +$2.46K ﹤0.01% 654
2019
Q4 		– Sell
-3,088,460
Closed -$142M – 513
2019
Q3 		$142M Buy
+3,088,460
New +$141M 5.76% 5
2017
Q1 		– Sell
-1,968,330
Closed -$79.3M – 148
2016
Q4 		$79.3M Buy
+1,968,330
New +$79.7M 5.46% 4
2016
Q3 		– Sell
-4,438,211
Closed -$173M – 114
2016
Q2 		$173M Buy
4,438,211
+2,563,628
+137% +$102M 12.96% 2
2016
Q1 		$74M Sell
1,874,583
-2,101,272
-53% -$78.6M 5.94% 6
2015
Q4 		$157M Buy
+3,975,855
New +$163M 12.38% 4
2015
Q2 		– Sell
-829,649
Closed -$37.1M – 104
2015
Q1 		$37.1M Buy
829,649
+791,159
+2,055% +$34.8M 3.52% 9
2014
Q4 		$1.66M Buy
38,490
+624
+2% +$27.6K 0.17% 47
2014
Q3 		$1.72M Sell
37,866
-1,530,440
-98% -$72.6M 0.18% 43
2014
Q2 		$75.3M Buy
1,568,306
+496,223
+46% +$23.7M 9.01% 3
2014
Q1 		$49.9M Sell
1,072,083
-312,614
-23% -$14.2M 6.48% 4
2013
Q4 		$64.6M Buy
+1,384,697
New +$63.5M 9.82% 4

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 $8.19B AUM 30.56% 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

Horizon Investments's ACWX Position: Q1 2026 in Review

Horizon Investments increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 100% in Q1 2026, buying an estimated $87.2K and bringing the position to 2,472 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Horizon Investments first reported a position in ACWX in Q4 2013 and has held it in 18 quarters since. The position peaked at $173M in Q2 2016. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Horizon Investments held 2,472 shares of iShares MSCI ACWI ex US ETF worth $169K as of Q1 2026.
  • Horizon Investments bought 1,236 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $87.2K.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1002 holding.
  • Horizon Investments first reported a position in iShares MSCI ACWI ex US ETF in Q4 2013 and has held it in 18 quarters since.
  • Horizon Investments's iShares MSCI ACWI ex US ETF position peaked at $173M in Q2 2016.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

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