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Legacy Private Trust’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Legacy Private Trust’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 		$15.8M Sell
231,222
-15,271
-6% -$1.08M 0.97% 20
2025
Q4 		$16.5M Sell
246,493
-999
-0.4% -$66.2K 0.97% 20
2025
Q3 		$16.1M Sell
247,492
-13,487
-5% -$843K 0.96% 21
2025
Q2 		$15.9M Sell
260,979
-21,690
-8% -$1.25M 1.03% 20
2025
Q1 		$15.7M Sell
282,669
-10,568
-4% -$580K 1.08% 19
2024
Q4 		$15.3M Sell
293,237
-18,158
-6% -$993K 1% 21
2024
Q3 		$17.8M Sell
311,395
-20,537
-6% -$1.12M 1.2% 17
2024
Q2 		$17.6M Sell
331,932
-2,240
-0.7% -$119K 1.25% 18
2024
Q1 		$17.8M Sell
334,172
-14,841
-4% -$762K 1.3% 17
2023
Q4 		$17.8M Sell
349,013
-75,529
-18% -$3.63M 1.42% 15
2023
Q3 		$20M Sell
424,542
-16,927
-4% -$828K 1.72% 11
2023
Q2 		$21.7M Sell
441,469
-53,229
-11% -$2.62M 1.8% 11
2023
Q1 		$24.1M Sell
494,698
-267,336
-35% -$12.9M 2.06% 9
2022
Q4 		$34.7M Sell
762,034
-180,227
-19% -$7.9M 3.13% 4
2022
Q3 		$37.7M Sell
942,261
-45,935
-5% -$2.04M 3.58% 4
2022
Q2 		$44.5M Buy
988,196
+87,930
+10% +$4.26M 3.98% 5
2022
Q1 		$47.1M Buy
900,266
+61,428
+7% +$3.27M 3.65% 4
2021
Q4 		$46.6M Buy
838,838
+7,577
+0.9% +$426K 3.5% 4
2021
Q3 		$46.1M Buy
831,261
+123,090
+17% +$7.01M 3.73% 4
2021
Q2 		$40.7M Buy
708,171
+15,986
+2% +$918K 3.43% 4
2021
Q1 		$38.2M Buy
692,185
+49,469
+8% +$2.73M 3.44% 5
2020
Q4 		$34.1M Sell
642,716
-989
-0.2% -$49.1K 3.22% 5
2020
Q3 		$29.6M Buy
643,705
+27,031
+4% +$1.25M 3.06% 6
2020
Q2 		$26.7M Buy
616,674
+152,259
+33% +$6.22M 2.94% 5
2020
Q1 		$17.5M Sell
464,415
-33,039
-7% -$1.48M 2.27% 8
2019
Q4 		$24.4M Buy
497,454
+55,198
+12% +$2.63M 2.56% 6
2019
Q3 		$20.4M Buy
442,256
+97,186
+28% +$4.45M 2.28% 8
2019
Q2 		$16.1M Buy
345,070
+101,944
+42% +$4.74M 1.84% 11
2019
Q1 		$11.3M Buy
243,126
+185,559
+322% +$8.36M 1.33% 18
2018
Q4 		$2.42M Sell
57,567
-810
-1% -$35.7K 0.31% 83
2018
Q3 		$2.78M Sell
58,377
-946
-2% -$45K 0.31% 78
2018
Q2 		$2.8M Sell
59,323
-1,516
-2% -$75.1K 0.33% 75
2018
Q1 		$3.02M Sell
60,839
-3,260
-5% -$166K 0.35% 69
2017
Q4 		$3.2M Sell
64,099
-6,220
-9% -$307K 0.37% 71
2017
Q3 		$3.4M Buy
70,319
+2,729
+4% +$129K 0.41% 64
2017
Q2 		$3.08M Buy
67,590
+39,185
+138% +$1.77M 0.39% 66
2017
Q1 		$1.24M Buy
28,405
+2,202
+8% +$93.3K 0.16% 123
2016
Q4 		$1.05M Sell
26,203
-6,552
-20% -$265K 0.14% 134
2016
Q3 		$1.36M Buy
32,755
+1,937
+6% +$78.8K 0.18% 115
2016
Q2 		$1.2M Buy
30,818
+21,363
+226% +$848K 0.17% 118
2016
Q1 		$373K Sell
9,455
-36,520
-79% -$1.37M 0.06% 185
2015
Q4 		$1.82M Buy
+45,975
New +$1.88M 0.28% 90

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

Legacy Private Trust's ACWX Position: Q1 2026 in Review

Legacy Private Trust reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 6.2% in Q1 2026, selling an estimated $1.08M and leaving 231,222 shares worth $15.8M. The position accounts for 0.97% of the portfolio, ranked #20.

Legacy Private Trust first reported a position in ACWX in Q4 2015 and has held it in 42 quarters since. The position peaked at $47.1M in Q1 2022. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Legacy Private Trust held 231,222 shares of iShares MSCI ACWI ex US ETF worth $15.8M as of Q1 2026.
  • Legacy Private Trust sold 15,271 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $1.08M.
  • iShares MSCI ACWI ex US ETF made up 0.97% of Legacy Private Trust's portfolio in Q1 2026, its #20 holding.
  • Legacy Private Trust first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and has held it in 42 quarters since.
  • Legacy Private Trust's iShares MSCI ACWI ex US ETF position peaked at $47.1M in Q1 2022.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.