LNWWM
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Laird Norton Wetherby Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$4.33M Sell
66,533
-7,163
-10% -$448K 0.18% 98
2025
Q2 		$4.49M Buy
+73,696
New +$4.26M 0.2% 87
2024
Q4 		$3.93M Buy
75,337
+59
+0.1% +$3.23K 0.19% 92
2024
Q3 		$4.31M Hold
75,278
– – 0.2% 88
2024
Q2 		$4M Buy
75,278
+59
+0.1% +$3.15K 0.19% 87
2024
Q1 		$4.02M Hold
75,219
– – 0.19% 95
2023
Q4 		$3.84M Buy
75,219
+55
+0.1% +$2.65K 0.2% 91
2023
Q3 		$3.53M Sell
75,164
-310
-0.4% -$15.2K 0.2% 90
2023
Q2 		$3.71M Buy
75,474
+62
+0.1% +$3.05K 0.2% 90
2023
Q1 		$3.68M Sell
75,412
-700
-0.9% -$33.7K 0.22% 88
2022
Q4 		$3.46M Sell
76,112
-1,349
-2% -$59.2K 0.22% 91
2022
Q3 		$3.1M Sell
77,461
-50
-0.1% -$2.23K 0.22% 85
2022
Q2 		$3.49M Sell
77,511
-91
-0.1% -$4.41K 0.24% 78
2022
Q1 		$4.06M Sell
77,602
-139
-0.2% -$7.4K 0.23% 79
2021
Q4 		$4.32M Buy
77,741
+67
+0.1% +$3.77K 0.24% 75
2021
Q3 		$4.3M Hold
77,674
– – 0.27% 65
2021
Q2 		$4.47M Buy
77,674
+891
+1% +$51.2K 0.27% 65
2021
Q1 		$4.24M Sell
76,783
-2,217
-3% -$123K 0.32% 57
2020
Q4 		$4.19M Buy
79,000
+885
+1% +$43.9K 0.28% 64
2020
Q3 		$3.59M Sell
78,115
-300
-0.4% -$13.8K 0.32% 62
2020
Q2 		$3.39M Sell
78,415
-11,577
-13% -$473K 0.32% 63
2020
Q1 		$3.39M Buy
89,992
+58
+0.1% +$2.61K 0.38% 50
2019
Q4 		$4.42M Sell
89,934
-1,227
-1% -$58.5K 0.44% 44
2019
Q3 		$4.2M Hold
91,161
– – 0.44% 45
2019
Q2 		$4.26M Sell
91,161
-949
-1% -$44.1K 0.47% 39
2019
Q1 		$4.26M Sell
92,110
-24,205
-21% -$1.09M 0.53% 37
2018
Q4 		$4.88M Buy
116,315
+25,094
+28% +$1.11M 0.69% 23
2018
Q3 		$4.35M Buy
91,221
+4,900
+6% +$233K 0.54% 32
2018
Q2 		$4.08M Buy
86,321
+98
+0.1% +$4.86K 0.55% 32
2018
Q1 		$4.28M Buy
86,223
+190
+0.2% +$9.66K 0.59% 29
2017
Q4 		$4.3M Buy
86,033
+228
+0.3% +$11.2K 0.6% 30
2017
Q3 		$4.15M Buy
+85,805
New +$4.05M 0.62% 27

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ACWX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 9.7% in Q3 2025, selling an estimated $448K and leaving 66,533 shares worth $4.33M. The position accounts for 0.18% of the portfolio, ranked #98.

Laird Norton Wetherby Wealth Management first reported a position in ACWX in Q3 2017 and has held it in 32 quarters since. The position peaked at $4.88M in Q4 2018. 550 funds tracked by Wall St. Rank hold ACWX as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 66,533 shares of iShares MSCI ACWI ex US ETF worth $4.33M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 7,163 iShares MSCI ACWI ex US ETF shares in Q3 2025, an estimated $448K.
  • iShares MSCI ACWI ex US ETF made up 0.18% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #98 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2017 and has held it in 32 quarters since.
  • Laird Norton Wetherby Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $4.88M in Q4 2018.
  • 550 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.