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

Lowe Wealth 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 Q3	$106K	Hold	1,638	–	–	0.04%	93
2025 Q2	$99.8K	Hold	1,638	–	–	0.04%	89
2025 Q1	$90.8K	Hold	1,638	–	–	0.04%	94
2024 Q4	$85.4K	Hold	1,638	–	–	0.04%	95
2024 Q3	$93.7K	Hold	1,638	–	–	0.04%	80
2024 Q2	$87K	Hold	1,638	–	–	0.04%	85
2024 Q1	$87.5K	Buy	1,638 +751	+85%	+$38.5K	0.04%	83
2023 Q4	$45.3K	Hold	887	–	–	0.02%	119
2023 Q3	$41.7K	Sell	887 -1,970	-69%	-$96.4K	0.02%	115
2023 Q2	$141K	Hold	2,857	–	–	0.07%	60
2023 Q1	$139K	Hold	2,857	–	–	0.08%	57
2022 Q4	$130K	Hold	2,857	–	–	0.07%	60
2022 Q3	$114K	Hold	2,857	–	–	0.07%	58
2022 Q2	$129K	Buy	2,857 +447	+19%	+$21.6K	0.07%	55
2022 Q1	$126K	Hold	2,410	–	–	0.06%	61
2021 Q4	$134K	Hold	2,410	–	–	0.06%	58
2021 Q3	$134K	Hold	2,410	–	–	0.06%	55
2021 Q2	$139K	Hold	2,410	–	–	0.07%	56
2021 Q1	$133K	Hold	2,410	–	–	0.07%	49
2020 Q4	$128K	Hold	2,410	–	–	0.07%	47
2020 Q3	$111K	Hold	2,410	–	–	0.06%	44
2020 Q2	$104K	Hold	2,410	–	–	0.06%	46
2020 Q1	$91K	Buy	2,410 +500	+26%	+$22.5K	0.06%	42
2019 Q4	$94K	Hold	1,910	–	–	0.05%	47
2019 Q3	$88K	Hold	1,910	–	–	0.05%	46
2019 Q2	$89K	Hold	1,910	–	–	0.05%	45
2019 Q1	$88K	Hold	1,910	–	–	0.05%	46
2018 Q4	$80K	Buy	1,910 +1,250	+189%	+$55.1K	0.05%	45
2018 Q3	$31K	Hold	660	–	–	0.02%	87
2018 Q2	$31K	Hold	660	–	–	0.02%	86
2018 Q1	$33K	Hold	660	–	–	0.02%	83
2017 Q4	$33K	Hold	660	–	–	0.02%	81
2017 Q3	$32K	Buy	+660	New	+$31.1K	0.02%	79

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lowe Wealth Advisors's ACWX Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2025 at 1,638 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #93.

Lowe Wealth Advisors first reported a position in ACWX in Q3 2017 and has held it in 33 quarters since. The position peaked at $141K in Q2 2023. 550 funds tracked by Wall St. Rank hold ACWX as of Q3 2025.

Lowe Wealth Advisors held 1,638 shares of iShares MSCI ACWI ex US ETF worth $106K as of Q3 2025.
Lowe Wealth Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2025.
iShares MSCI ACWI ex US ETF made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #93 holding.
Lowe Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2017 and has held it in 33 quarters since.
Lowe Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $141K in Q2 2023.
550 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.