JFGIW
ACWX icon

Johnson Financial Group Inc (Wisconsin)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$47.6M Sell
694,804
-24,182
-3% -$1.71M 1.72% 7
2025
Q4 		$48.3M Sell
718,986
-10,565
-1% -$700K 1.81% 8
2025
Q3 		$47.4M Buy
729,551
+90,039
+14% +$5.63M 1.78% 9
2025
Q2 		$39M Buy
639,512
+14,290
+2% +$825K 1.75% 9
2025
Q1 		$34.7M Sell
625,222
-23,963
-4% -$1.32M 1.7% 9
2024
Q4 		$35M Sell
649,185
-222,160
-25% -$12.2M 1.66% 10
2024
Q3 		$49.9M Sell
871,345
-39,217
-4% -$2.14M 2.28% 7
2024
Q2 		$48.4M Sell
910,562
-346,902
-28% -$18.5M 2.34% 7
2024
Q1 		$67.1M Sell
1,257,464
-181,625
-13% -$9.32M 3.61% 6
2023
Q4 		$73.5M Sell
1,439,089
-406,375
-22% -$19.6M 4.02% 5
2023
Q3 		$86.8M Sell
1,845,464
-169,366
-8% -$8.29M 6.03% 6
2023
Q2 		$99.2M Sell
2,014,830
-202,712
-9% -$9.98M 6.86% 5
2023
Q1 		$108M Sell
2,217,542
-56,255
-2% -$2.71M 7.7% 2
2022
Q4 		$103M Sell
2,273,797
-87,100
-4% -$3.82M 8.2% 3
2022
Q3 		$95.9M Sell
2,360,897
-765,176
-24% -$34M 8.85% 2
2022
Q2 		$141M Sell
3,126,073
-290,038
-8% -$14M 10.08% 2
2022
Q1 		$179M Sell
3,416,111
-700,137
-17% -$37.3M 12.61% 2
2021
Q4 		$229M Buy
4,116,248
+2
+0% +$113 14.52% 2
2021
Q3 		$228M Buy
4,116,246
+140,211
+4% +$7.99M 15.51% 2
2021
Q2 		$229M Buy
3,976,035
+182,925
+5% +$10.5M 14.95% 2
2021
Q1 		$209M Buy
3,793,110
+2,359,863
+165% +$130M 14.08% 3
2020
Q4 		$76M Buy
1,433,247
+63,935
+5% +$3.17M 6.5% 3
2020
Q3 		$63M Buy
1,369,312
+117,225
+9% +$5.4M 6.44% 3
2020
Q2 		$54.1M Sell
1,252,087
-74,629
-6% -$3.05M 5.82% 3
2020
Q1 		$50M Buy
1,326,716
+68,170
+5% +$3.06M 5.97% 4
2019
Q4 		$61.8M Buy
1,258,546
+35,690
+3% +$1.7M 5.58% 4
2019
Q3 		$56.3M Buy
1,222,856
+27,804
+2% +$1.27M 5.17% 4
2019
Q2 		$55.9M Buy
1,195,052
+21,674
+2% +$1.01M 4.97% 4
2019
Q1 		$54.3M Buy
1,173,378
+291,894
+33% +$13.1M 4.82% 5
2018
Q4 		$37M Buy
881,484
+243,196
+38% +$10.7M 3.81% 5
2018
Q3 		$30.4M Buy
638,288
+37,107
+6% +$1.76M 3.11% 5
2018
Q2 		$28.4M Buy
601,181
+76,334
+15% +$3.78M 3.12% 6
2018
Q1 		$26.1M Buy
524,847
+69,938
+15% +$3.56M 3.12% 6
2017
Q4 		$22.7M Buy
454,909
+29,550
+7% +$1.46M 2.78% 7
2017
Q3 		$20.6M Buy
425,359
+12,386
+3% +$585K 2.71% 7
2017
Q2 		$18.8M Buy
412,973
+13,399
+3% +$605K 2.71% 7
2017
Q1 		$17.4M Buy
399,574
+286,971
+255% +$12.2M 2.19% 6
2016
Q4 		$4.54M Sell
112,603
-92,586
-45% -$3.75M 0.63% 37
2016
Q3 		$8.51M Buy
205,189
+10,703
+6% +$435K 1.14% 14
2016
Q2 		$7.58M Buy
+194,486
New +$7.72M 1.05% 17

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

Johnson Financial Group Inc (Wisconsin)'s ACWX Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.4% in Q1 2026, selling an estimated $1.71M and leaving 694,804 shares worth $47.6M. The position accounts for 1.72% of the portfolio, ranked #7.

Johnson Financial Group Inc (Wisconsin) first reported a position in ACWX in Q2 2016 and has held it in 40 quarters since. The position peaked at $229M in Q4 2021. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 694,804 shares of iShares MSCI ACWI ex US ETF worth $47.6M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 24,182 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $1.71M.
  • iShares MSCI ACWI ex US ETF made up 1.72% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #7 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI ACWI ex US ETF in Q2 2016 and has held it in 40 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares MSCI ACWI ex US ETF position peaked at $229M in Q4 2021.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.