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

Meridian 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	$722K	Buy	10,547 +2,201	+26%	+$155K	0.03%	420
2025 Q4	$560K	Buy	8,346 +445	+6%	+$29.5K	0.02%	476
2025 Q3	$514K	Buy	7,901 +3,093	+64%	+$193K	0.02%	467
2025 Q2	$293K	Hold	4,808	–	–	0.01%	564
2025 Q1	$267K	Hold	4,808	–	–	0.01%	542
2024 Q4	$251K	Hold	4,808	–	–	0.01%	551
2024 Q3	$275K	Buy	+4,808	New	+$262K	0.01%	539
2024 Q2	–	Sell	-4,697	Closed	-$251K	–	294
2024 Q1	$251K	Sell	4,697 -332	-7%	-$17K	0.04%	181
2023 Q4	$257K	Sell	5,029 -4,591	-48%	-$221K	0.02%	528
2023 Q3	$452K	Buy	9,620 +4,810	+100%	+$235K	0.03%	386
2023 Q2	$237K	Sell	4,810 -2,776	-37%	-$137K	0.02%	485
2023 Q1	$370K	Buy	+7,586	New	+$365K	0.03%	376

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 $7.32B AUM 26.67% 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 $374B AUM 17.66% 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

Meridian Wealth Management's ACWX Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 26% in Q1 2026, buying an estimated $155K and bringing the position to 10,547 shares worth $722K. The position accounts for 0.03% of the portfolio, ranked #420.

Meridian Wealth Management first reported a position in ACWX in Q1 2023 and has held it in 12 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Meridian Wealth Management held 10,547 shares of iShares MSCI ACWI ex US ETF worth $722K as of Q1 2026.
Meridian Wealth Management bought 2,201 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $155K.
iShares MSCI ACWI ex US ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #420 holding.
Meridian Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 12 quarters since.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.