IWA
ACWX icon

Invera Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Invera Wealth Advisors’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
2025
Q4 		– Sell
-4,333
Closed -$282K – 91
2025
Q3 		$282K Buy
4,333
+176
+4% +$11K 0.17% 78
2025
Q2 		$253K Hold
4,157
– – 0.17% 77
2025
Q1 		$231K Buy
+4,157
New +$228K 0.15% 83

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Invera Wealth Advisors's ACWX Position: Q4 2025 in Review

Invera Wealth Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2025, closing a stake of 4,333 shares — an estimated $282K sold.

Invera Wealth Advisors first reported a position in ACWX in Q1 2025 and held it in 3 quarters. The position peaked at $282K in Q3 2025. 604 funds tracked by Wall St. Rank hold ACWX as of Q4 2025.

  • Invera Wealth Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2025 after selling out during the quarter.
  • Invera Wealth Advisors sold 4,333 iShares MSCI ACWI ex US ETF shares in Q4 2025, an estimated $282K.
  • Invera Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and held it in 3 quarters.
  • Invera Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $282K in Q3 2025.
  • 604 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2025.

Based on Invera Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.