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IEQ Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

IEQ Capital’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 		$12.6M Buy
183,318
+52,023
+40% +$3.67M 0.06% 302
2025
Q4 		$8.81M Sell
131,295
-30,871
-19% -$2.05M 0.03% 376
2025
Q3 		$10.5M Buy
162,166
+100,704
+164% +$6.3M 0.03% 315
2025
Q2 		$3.75M Buy
61,462
+18,045
+42% +$1.04M 0.02% 494
2025
Q1 		$2.41M Buy
43,417
+12,242
+39% +$672K 0.02% 537
2024
Q4 		$1.63M Buy
31,175
+164
+0.5% +$8.97K 0.02% 550
2024
Q3 		$1.77M Sell
31,011
-9,883
-24% -$538K 0.02% 397
2024
Q2 		$2.17M Buy
40,894
+19
+0% +$1.01K 0.03% 317
2024
Q1 		$2.18M Hold
40,875
– – 0.03% 305
2023
Q4 		$2.09M Sell
40,875
-11,405
-22% -$549K 0.03% 284
2023
Q3 		$2.46M Hold
52,280
– – 0.05% 225
2023
Q2 		$2.57M Buy
52,280
+20
+0% +$985 0.05% 227
2023
Q1 		$2.55M Buy
52,260
+1,531
+3% +$73.7K 0.06% 216
2022
Q4 		$2.31M Buy
50,729
+45
+0.1% +$1.97K 0.06% 216
2022
Q3 		$2.03M Sell
50,684
-15,932
-24% -$709K 0.06% 228
2022
Q2 		$3M Buy
66,616
+40,788
+158% +$1.97M 0.09% 153
2022
Q1 		$1.35M Hold
25,828
– – 0.03% 272
2021
Q4 		$1.44M Sell
25,828
-2,022
-7% -$114K 0.03% 242
2021
Q3 		$1.54M Buy
27,850
+3,688
+15% +$210K 0.04% 224
2021
Q2 		$1.39M Buy
24,162
+7,951
+49% +$457K 0.04% 209
2021
Q1 		$895K Buy
+16,211
New +$896K 0.04% 215
2020
Q1 		– Sell
-4,729
Closed -$232K – 370
2019
Q4 		$232K Buy
+4,729
New +$226K 0.02% 358

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

IEQ Capital's ACWX Position: Q1 2026 in Review

IEQ Capital increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 40% in Q1 2026, buying an estimated $3.67M and bringing the position to 183,318 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #302.

IEQ Capital first reported a position in ACWX in Q4 2019 and has held it in 22 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • IEQ Capital held 183,318 shares of iShares MSCI ACWI ex US ETF worth $12.6M as of Q1 2026.
  • IEQ Capital bought 52,023 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $3.67M.
  • iShares MSCI ACWI ex US ETF made up 0.06% of IEQ Capital's portfolio in Q1 2026, its #302 holding.
  • IEQ Capital first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and has held it in 22 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.