LFA
ACWX icon

LGT Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

LGT Financial Advisors’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
Q4 		– Sell
-558
Closed -$36.3K – 265
2025
Q3 		$36.3K Sell
558
-239
-30% -$14.9K 0.08% 145
2025
Q2 		$48.6K Hold
797
– – 0.12% 100
2025
Q1 		$44.2K Sell
797
-157
-16% -$8.62K 0.14% 105
2024
Q4 		$49.8K Sell
954
-527
-36% -$28.8K 0.11% 148
2024
Q3 		$84.7K Sell
1,481
-227
-13% -$12.4K 0.21% 81
2024
Q2 		$90.7K Sell
1,708
-30
-2% -$1.6K 0.19% 93
2024
Q1 		$92.8K Hold
1,738
– – 0.11% 182
2023
Q4 		$88.7K Sell
1,738
-1,853
-52% -$89.2K 0.11% 173
2023
Q3 		$169K Buy
+3,591
New +$176K 0.21% 101

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LGT Financial Advisors's ACWX Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2025, closing a stake of 558 shares — an estimated $36.3K sold.

LGT Financial Advisors first reported a position in ACWX in Q3 2023 and held it in 9 quarters. The position peaked at $169K in Q3 2023. 604 funds tracked by Wall St. Rank hold ACWX as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 558 iShares MSCI ACWI ex US ETF shares in Q4 2025, an estimated $36.3K.
  • LGT Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2023 and held it in 9 quarters.
  • LGT Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $169K in Q3 2023.
  • 604 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.