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Martin & Co’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Martin & Co’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 		$8.51M Buy
124,347
+2,015
+2% +$142K 1.45% 15
2025
Q4 		$8.21M Buy
122,332
+4,060
+3% +$269K 1.41% 17
2025
Q3 		$7.69M Buy
118,272
+1,047
+0.9% +$65.5K 1.37% 17
2025
Q2 		$7.14M Buy
117,225
+1,256
+1% +$72.5K 1.31% 18
2025
Q1 		$6.43M Buy
115,969
+2,806
+2% +$154K 1.24% 19
2024
Q4 		$5.9M Sell
113,163
-4,251
-4% -$233K 1.46% 16
2024
Q3 		$6.72M Sell
117,414
-492
-0.4% -$26.8K 1.58% 14
2024
Q2 		$6.26M Sell
117,906
-7,392
-6% -$394K 1.58% 15
2024
Q1 		$6.69M Sell
125,298
-2,262
-2% -$116K 1.63% 14
2023
Q4 		$6.51M Sell
127,560
-4,838
-4% -$233K 1.61% 14
2023
Q3 		$6.22M Buy
132,398
+387
+0.3% +$18.9K 1.63% 15
2023
Q2 		$6.5M Sell
132,011
-6,227
-5% -$307K 1.64% 15
2023
Q1 		$6.74M Sell
138,238
-1,986
-1% -$95.7K 1.74% 13
2022
Q4 		$6.38M Buy
140,224
+1,931
+1% +$84.7K 1.68% 14
2022
Q3 		$5.53M Buy
138,293
+3,022
+2% +$134K 1.64% 16
2022
Q2 		$6.09M Buy
135,271
+4,299
+3% +$208K 1.74% 13
2022
Q1 		$6.85M Sell
130,972
-17,914
-12% -$954K 1.75% 13
2021
Q4 		$8.28M Buy
148,886
+197
+0.1% +$11.1K 1.89% 13
2021
Q3 		$8.24M Buy
148,689
+20,218
+16% +$1.15M 1.94% 10
2021
Q2 		$7.39M Sell
128,471
-5,697
-4% -$327K 1.84% 10
2021
Q1 		$7.4M Sell
134,168
-68,841
-34% -$3.8M 1.86% 10
2020
Q4 		$10.8M Sell
203,009
-60
-0% -$2.98K 2.75% 6
2020
Q3 		$9.34M Buy
203,069
+4,315
+2% +$199K 2.73% 6
2020
Q2 		$8.59M Buy
198,754
+90
+0% +$3.68K 2.67% 5
2020
Q1 		$7.48M Buy
198,664
+54,642
+38% +$2.46M 2.68% 5
2019
Q4 		$7.07M Sell
144,022
-4,095
-3% -$195K 2.04% 8
2019
Q3 		$6.82M Sell
148,117
-10,505
-7% -$481K 2.06% 7
2019
Q2 		$7.42M Sell
158,622
-2,865
-2% -$133K 2.22% 7
2019
Q1 		$7.47M Buy
161,487
+173
+0.1% +$7.79K 2.25% 7
2018
Q4 		$6.77M Sell
161,314
-1,065
-0.7% -$47K 2.39% 7
2018
Q3 		$7.74M Sell
162,379
-1,780
-1% -$84.6K 2.34% 6
2018
Q2 		$7.76M Buy
164,159
+1,516
+0.9% +$75.1K 2.47% 5
2018
Q1 		$8.08M Buy
162,643
+475
+0.3% +$24.2K 2.69% 5
2017
Q4 		$8.1M Buy
162,168
+150
+0.1% +$7.39K 2.57% 5
2017
Q3 		$7.83M Sell
162,018
-14,710
-8% -$694K 2.55% 4
2017
Q2 		$8.06M Buy
176,728
+15,580
+10% +$704K 2.48% 4
2017
Q1 		$7.03M Buy
161,148
+2,950
+2% +$125K 2.23% 6
2016
Q4 		$6.37M Sell
158,198
-579
-0.4% -$23.4K 2.06% 8
2016
Q3 		$6.59M Sell
158,777
-265
-0.2% -$10.8K 2.17% 6
2016
Q2 		$6.2M Sell
159,042
-6,665
-4% -$265K 2.01% 9
2016
Q1 		$6.54M Sell
165,707
-720
-0.4% -$26.9K 2.08% 8
2015
Q4 		$6.59M Sell
166,427
-655
-0.4% -$26.8K 2.1% 9
2015
Q3 		$6.53M Sell
167,082
-255
-0.2% -$10.7K 2.19% 7
2015
Q2 		$7.39M Buy
167,337
+1,125
+0.7% +$52.3K 2.42% 8
2015
Q1 		$7.43M Buy
166,212
+1,030
+0.6% +$45.3K 2.38% 7
2014
Q4 		$7.11M Buy
165,182
+1,330
+0.8% +$58.8K 2.25% 9
2014
Q3 		$7.45M Buy
163,852
+565
+0.3% +$26.8K 2.47% 5
2014
Q2 		$7.84M Buy
163,287
+3,849
+2% +$184K 2.53% 6
2014
Q1 		$7.42M Buy
159,438
+4,450
+3% +$202K 2.54% 5
2013
Q4 		$7.23M Buy
154,988
+975
+0.6% +$44.7K 2.48% 4
2013
Q3 		$6.9M Buy
154,013
+1,010
+0.7% +$43.6K 2.48% 5
2013
Q2 		$6.23M Buy
+153,003
New +$6.61M 2.24% 9

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

Martin & Co's ACWX Position: Q1 2026 in Review

Martin & Co increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.6% in Q1 2026, buying an estimated $142K and bringing the position to 124,347 shares worth $8.51M. The position accounts for 1.45% of the portfolio, ranked #15.

Martin & Co first reported a position in ACWX in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.8M in Q4 2020. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Martin & Co held 124,347 shares of iShares MSCI ACWI ex US ETF worth $8.51M as of Q1 2026.
  • Martin & Co bought 2,015 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $142K.
  • iShares MSCI ACWI ex US ETF made up 1.45% of Martin & Co's portfolio in Q1 2026, its #15 holding.
  • Martin & Co first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and has held it in 52 quarters since.
  • Martin & Co's iShares MSCI ACWI ex US ETF position peaked at $10.8M in Q4 2020.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Martin & Co's 13F filing for Q1 2026, filed 14 May 2026.