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Leo Wealth LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Leo Wealth LLC’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 		$1.65M Buy
24,117
+510
+2% +$36K 0.12% 144
2025
Q4 		$1.58M Buy
23,607
+1,254
+6% +$83.1K 0.11% 139
2025
Q3 		$1.45M Buy
22,353
+1,569
+8% +$98.1K 0.19% 99
2025
Q2 		$1.27M Buy
20,784
+2,806
+16% +$162K 0.1% 155
2025
Q1 		$997K Sell
17,978
-429
-2% -$23.6K 0.14% 124
2024
Q4 		$960K Buy
18,407
+214
+1% +$11.7K 0.09% 159
2024
Q3 		$1.04M Sell
18,193
-2,550
-12% -$139K 0.1% 151
2024
Q2 		$1.1M Buy
20,743
+252
+1% +$13.4K 0.11% 137
2024
Q1 		$1.09M Hold
20,491
– – 0.11% 142
2023
Q4 		$1.05M Buy
+20,491
New +$986K 0.11% 140

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
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 $786B AUM 40.34% 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 $1.81T AUM 41.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leo Wealth LLC's ACWX Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.2% in Q1 2026, buying an estimated $36K and bringing the position to 24,117 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #144.

Leo Wealth LLC first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. 706 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Leo Wealth LLC held 24,117 shares of iShares MSCI ACWI ex US ETF worth $1.65M as of Q1 2026.
  • Leo Wealth LLC bought 510 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $36K.
  • iShares MSCI ACWI ex US ETF made up 0.12% of Leo Wealth LLC's portfolio in Q1 2026, its #144 holding.
  • Leo Wealth LLC first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
  • 706 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.