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Integrated Wealth Concepts’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Integrated Wealth Concepts’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 		$775K Buy
11,312
+6,756
+148% +$477K 0.01% 1264
2025
Q4 		$306K Sell
4,556
-5,957
-57% -$395K ﹤0.01% 1312
2025
Q3 		$683K Buy
10,513
+2,627
+33% +$164K 0.01% 1179
2025
Q2 		$481K Buy
7,886
+2,142
+37% +$124K ﹤0.01% 1302
2025
Q1 		$319K Sell
5,744
-1,032
-15% -$56.7K ﹤0.01% 1377
2024
Q4 		$353K Buy
6,776
+2,511
+59% +$137K ﹤0.01% 1281
2024
Q3 		$244K Sell
4,265
-341
-7% -$18.6K ﹤0.01% 1464
2024
Q2 		$245K Buy
4,606
+53
+1% +$2.83K ﹤0.01% 1439
2024
Q1 		$243K Sell
4,553
-1,734
-28% -$89K ﹤0.01% 1432
2023
Q4 		$321K Sell
6,287
-140
-2% -$6.74K 0.01% 1230
2023
Q3 		$302K Sell
6,427
-593
-8% -$29K 0.01% 1228
2023
Q2 		$346K Buy
+7,020
New +$346K 0.01% 1158

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

Integrated Wealth Concepts's ACWX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 148% in Q1 2026, buying an estimated $477K and bringing the position to 11,312 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #1264.

Integrated Wealth Concepts first reported a position in ACWX in Q2 2023 and has held it in 12 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Integrated Wealth Concepts held 11,312 shares of iShares MSCI ACWI ex US ETF worth $775K as of Q1 2026.
  • Integrated Wealth Concepts bought 6,756 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $477K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1264 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI ACWI ex US ETF in Q2 2023 and has held it in 12 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.