Lido Advisors
ACWX icon

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

Lido 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
2026
Q3 		$11.2M Sell
148,288
-14,122
-9% -$1.08M 0.03% 331
2026
Q2 		$12.4M Sell
162,410
-27,238
-14% -$2.03M 0.03% 311
2026
Q1 		$13M Buy
189,648
+1,930
+1% +$136K 0.04% 279
2025
Q4 		$12.2M Buy
187,718
+8,680
+5% +$575K 0.04% 295
2025
Q3 		$11.6M Buy
179,038
+2,770
+2% +$173K 0.04% 288
2025
Q2 		$10.7M Sell
176,268
-3,649
-2% -$211K 0.04% 249
2025
Q1 		$10M Sell
179,917
-13,693
-7% -$752K 0.04% 235
2024
Q4 		$10.1M Sell
193,610
-30,283
-14% -$1.66M 0.05% 215
2024
Q3 		$12.8M Sell
223,893
-7,813
-3% -$426K 0.06% 170
2024
Q2 		$12.3M Buy
231,706
+3,100
+1% +$165K 0.07% 151
2024
Q1 		$12.2M Buy
228,606
+223,461
+4,343% +$11.5M 0.07% 146
2023
Q4 		$263K Sell
5,145
-548,503
-99% -$26.4M ﹤0.01% 1098
2023
Q3 		$26M Buy
553,648
+152,911
+38% +$7.48M 0.2% 53
2023
Q2 		$19.8M Buy
400,737
+3,441
+0.9% +$169K 0.14% 79
2023
Q1 		$19.4M Buy
+397,296
New +$19.1M 0.19% 65
2019
Q1 		– Sell
-6,799
Closed -$285K – 517
2018
Q4 		$285K Sell
6,799
-1,063
-14% -$46.9K 0.03% 325
2018
Q3 		$374K Hold
7,862
– – 0.04% 295
2018
Q2 		$371K Sell
7,862
-387
-5% -$19.2K 0.04% 265
2018
Q1 		$409K Sell
8,249
-4,371
-35% -$222K 0.06% 222
2017
Q4 		$630K Hold
12,620
– – 0.09% 124
2017
Q3 		$621K Buy
+12,620
New +$596K 0.1% 122

Other funds holding ACWX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
German American Bancorp
German American Bancorp Jasper, Indiana $1.39B AUM 28.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Lido Advisors's ACWX Position: Q3 2026 in Review

Lido Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 8.7% in Q3 2026, selling an estimated $1.08M and leaving 148,288 shares worth $11.2M. The position accounts for 0.03% of the portfolio, ranked #331.

Lido Advisors first reported a position in ACWX in Q3 2017 and has held it in 21 quarters since. The position peaked at $26M in Q3 2023. 580 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Lido Advisors held 148,288 shares of iShares MSCI ACWI ex US ETF worth $11.2M as of Q3 2026.
  • Lido Advisors sold 14,122 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $1.08M.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Lido Advisors's portfolio in Q3 2026, its #331 holding.
  • Lido Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2017 and has held it in 21 quarters since.
  • Lido Advisors's iShares MSCI ACWI ex US ETF position peaked at $26M in Q3 2023.
  • 580 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.