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LMCG Investments’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

LMCG Investments’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
Q1 		– Sell
-53,596
Closed -$2.8M – 229
2024
Q4 		$2.8M Buy
+53,596
New +$2.93M 0.17% 125
2024
Q1 		– Sell
-72,264
Closed -$3.69M – 291
2023
Q4 		$3.69M Buy
72,264
+62,260
+622% +$3M 0.23% 115
2023
Q3 		$470K Buy
+10,004
New +$490K 0.03% 261
2023
Q1 		– Sell
-38,347
Closed -$1.74M – 299
2022
Q4 		$1.74M Buy
+38,347
New +$1.68M 0.12% 158
2015
Q1 		– Sell
-18,078
Closed -$778K – 537
2014
Q4 		$778K Buy
+18,078
New +$800K 0.02% 395

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMCG Investments's ACWX Position: Q1 2025 in Review

LMCG Investments sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2025, closing a stake of 53,596 shares — an estimated $2.8M sold.

LMCG Investments first reported a position in ACWX in Q4 2014 and held it in 5 quarters. The position peaked at $3.69M in Q4 2023. 497 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

  • LMCG Investments reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2025 after selling out during the quarter.
  • LMCG Investments sold 53,596 iShares MSCI ACWI ex US ETF shares in Q1 2025, an estimated $2.8M.
  • LMCG Investments first reported a position in iShares MSCI ACWI ex US ETF in Q4 2014 and held it in 5 quarters.
  • LMCG Investments's iShares MSCI ACWI ex US ETF position peaked at $3.69M in Q4 2023.
  • 497 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on LMCG Investments's 13F filing for Q1 2025, filed 10 Apr 2025.