Madison Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Madison Wealth Partners’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	$443K	Buy	6,468 +798	+14%	+$56.3K	0.07%	126
2025 Q4	$381K	Hold	5,670	–	–	0.07%	128
2025 Q3	$369K	Hold	5,670	–	–	0.07%	115
2025 Q2	$346K	Hold	5,670	–	–	0.08%	112
2025 Q1	$314K	Hold	5,670	–	–	0.08%	114
2024 Q4	$296K	Buy	5,670 +350	+7%	+$19.1K	0.08%	118
2024 Q3	$304K	Hold	5,320	–	–	0.09%	113
2024 Q2	$283K	Hold	5,320	–	–	0.1%	101
2024 Q1	$284K	Hold	5,320	–	–	0.1%	100
2023 Q4	$272K	Hold	5,320	–	–	0.11%	97
2023 Q3	$250K	Hold	5,320	–	–	0.13%	75
2023 Q2	$262K	Buy	+5,320	New	+$262K	0.12%	77

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Madison Wealth Partners's ACWX Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 14% in Q1 2026, buying an estimated $56.3K and bringing the position to 6,468 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #126.

Madison Wealth Partners first reported a position in ACWX in Q2 2023 and has held it in 12 quarters since. 703 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Madison Wealth Partners held 6,468 shares of iShares MSCI ACWI ex US ETF worth $443K as of Q1 2026.
Madison Wealth Partners bought 798 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $56.3K.
iShares MSCI ACWI ex US ETF made up 0.07% of Madison Wealth Partners's portfolio in Q1 2026, its #126 holding.
Madison Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q2 2023 and has held it in 12 quarters since.
703 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.