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Marks Group Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Marks Group Wealth Management’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 		– Sell
-15,045
Closed -$1.01M – 338
2025
Q4 		$1.01M Buy
15,045
+1,190
+9% +$78.8K 0.1% 189
2025
Q3 		$901K Buy
13,855
+1,344
+11% +$84K 0.08% 185
2025
Q2 		$762K Sell
12,511
-332
-3% -$19.2K 0.07% 198
2025
Q1 		$712K Buy
12,843
+100
+0.8% +$5.49K 0.07% 206
2024
Q4 		$665K Buy
12,743
+186
+1% +$10.2K 0.07% 198
2024
Q3 		$719K Buy
12,557
+15
+0.1% +$817 0.07% 192
2024
Q2 		$666K Hold
12,542
– – 0.07% 198
2024
Q1 		$670K Hold
12,542
– – 0.07% 195
2023
Q4 		$640K Hold
12,542
– – 0.07% 195
2023
Q3 		$590K Hold
12,542
– – 0.07% 195
2023
Q2 		$617K Hold
12,542
– – 0.07% 195
2023
Q1 		$612K Sell
12,542
-28
-0.2% -$1.35K 0.08% 194
2022
Q4 		$572K Buy
+12,570
New +$551K 0.08% 198

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marks Group Wealth Management's ACWX Position: Q1 2026 in Review

Marks Group Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2026, closing a stake of 15,045 shares — an estimated $1.01M sold.

Marks Group Wealth Management first reported a position in ACWX in Q4 2022 and held it in 13 quarters. The position peaked at $1.01M in Q4 2025. 709 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Marks Group Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 15,045 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $1.01M.
  • Marks Group Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 13 quarters.
  • Marks Group Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $1.01M in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.