Kovitz Investment Group Partners
ACWX icon

Kovitz Investment Group Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Kovitz Investment Group Partners’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 		$1.92M Buy
28,060
+3,199
+13% +$226K 0.04% 232
2025
Q4 		$1.67M Sell
24,861
-75,360
-75% -$4.99M 0.04% 254
2025
Q3 		$6.52M Buy
100,221
+4,968
+5% +$311K 0.03% 411
2025
Q2 		$5.8M Buy
95,253
+18,419
+24% +$1.06M 0.02% 422
2025
Q1 		$4.26M Sell
76,834
-1,632
-2% -$89.6K 0.02% 433
2024
Q4 		$4.09M Sell
78,466
-2,606
-3% -$143K 0.02% 438
2024
Q3 		$763K Buy
81,072
+8,471
+12% +$461K 0.01% 687
2024
Q2 		$3.86M Buy
72,601
+68,461
+1,654% +$3.65M 0.03% 325
2024
Q1 		$221K Buy
4,140
+125
+3% +$6.42K ﹤0.01% 622
2023
Q4 		$205K Buy
+4,015
New +$193K ﹤0.01% 397
2023
Q3 		– Sell
-5,119
Closed -$252K – 395
2023
Q2 		$252K Sell
5,119
-9,242
-64% -$455K ﹤0.01% 382
2023
Q1 		$700K Buy
14,361
+250
+2% +$12K 0.01% 317
2022
Q4 		$642K Buy
14,111
+142
+1% +$6.23K 0.01% 321
2022
Q3 		$559K Buy
+13,969
New +$622K 0.01% 316
2021
Q3 		– Sell
-3,500
Closed -$201K – 428
2021
Q2 		$201K Buy
+3,500
New +$201K ﹤0.01% 415
2020
Q2 		– Sell
-3,500
Closed -$132K – 380
2020
Q1 		$132K Buy
+3,500
New +$157K ﹤0.01% 357
2019
Q2 		– Sell
-6,475
Closed -$300K – 348
2019
Q1 		$300K Buy
+6,475
New +$292K 0.01% 336

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 $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 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 $1.33B AUM 37.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kovitz Investment Group Partners's ACWX Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 13% in Q1 2026, buying an estimated $226K and bringing the position to 28,060 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #232.

Kovitz Investment Group Partners first reported a position in ACWX in Q1 2019 and has held it in 17 quarters since. The position peaked at $6.52M in Q3 2025. 704 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Kovitz Investment Group Partners held 28,060 shares of iShares MSCI ACWI ex US ETF worth $1.92M as of Q1 2026.
  • Kovitz Investment Group Partners bought 3,199 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $226K.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #232 holding.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2019 and has held it in 17 quarters since.
  • Kovitz Investment Group Partners's iShares MSCI ACWI ex US ETF position peaked at $6.52M in Q3 2025.
  • 704 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.