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
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 		$9.98M 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% 324
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

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

Lido Advisors's ACWX Position: Q1 2026 in Review

Lido Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1% in Q1 2026, buying an estimated $136K and bringing the position to 189,648 shares worth $13M. The position accounts for 0.04% of the portfolio, ranked #279.

Lido Advisors first reported a position in ACWX in Q3 2017 and has held it in 19 quarters since. The position peaked at $26M in Q3 2023. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Lido Advisors held 189,648 shares of iShares MSCI ACWI ex US ETF worth $13M as of Q1 2026.
  • Lido Advisors bought 1,930 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $136K.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #279 holding.
  • Lido Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2017 and has held it in 19 quarters since.
  • Lido Advisors's iShares MSCI ACWI ex US ETF position peaked at $26M in Q3 2023.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.