Kestra Private Wealth Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Kestra Private Wealth Services’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	$580K	Sell	8,469 -2,917	-26%	-$206K	0.01%	1123
2025 Q4	$764K	Buy	11,386 +171	+2%	+$11.3K	0.01%	932
2025 Q3	$729K	Buy	+11,215	New	+$701K	0.01%	915
2025 Q2	–	Sell	-5,471	Closed	-$303K	–	1614
2025 Q1	$303K	Sell	5,471 -2,728	-33%	-$150K	0.01%	1196
2024 Q4	$428K	Buy	+8,199	New	+$448K	0.01%	1000

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Private Wealth Services's ACWX Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 26% in Q1 2026, selling an estimated $206K and leaving 8,469 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #1123.

Kestra Private Wealth Services first reported a position in ACWX in Q4 2024 and has held it in 5 quarters since. The position peaked at $764K in Q4 2025. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Kestra Private Wealth Services held 8,469 shares of iShares MSCI ACWI ex US ETF worth $580K as of Q1 2026.
Kestra Private Wealth Services sold 2,917 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $206K.
iShares MSCI ACWI ex US ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1123 holding.
Kestra Private Wealth Services first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 5 quarters since.
Kestra Private Wealth Services's iShares MSCI ACWI ex US ETF position peaked at $764K in Q4 2025.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.