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JPL Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

JPL Wealth Management’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 		$6.44K Buy
+94
New +$6.63K ﹤0.01% 630
2025
Q4 		– Sell
-63
Closed -$4.1K – 127
2025
Q3 		$4.1K Buy
+63
New +$3.94K ﹤0.01% 709

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

JPL Wealth Management's ACWX Position: Q1 2026 in Review

JPL Wealth Management opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q1 2026: 94 shares worth $6.44K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ACWX as recently as Q3 2025.

JPL Wealth Management first reported a position in ACWX in Q3 2025 and has held it in 2 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • JPL Wealth Management held 94 shares of iShares MSCI ACWI ex US ETF worth $6.44K as of Q1 2026.
  • iShares MSCI ACWI ex US ETF was a new JPL Wealth Management position in Q1 2026.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #630 holding.
  • JPL Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2025 and has held it in 2 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.