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

Midland 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
2026
Q1 		$1.57M Sell
22,866
-1,695
-7% -$120K 0.08% 57
2025
Q4 		$1.65M Hold
24,561
– – 0.09% 57
2025
Q3 		$1.6M Sell
24,561
-597
-2% -$37.3K 0.09% 61
2025
Q2 		$1.53M Sell
25,158
-1,055
-4% -$60.9K 0.08% 57
2025
Q1 		$1.45M Sell
26,213
-2,675
-9% -$147K 0.09% 60
2024
Q4 		$1.51M Sell
28,888
-572
-2% -$31.3K 0.09% 61
2024
Q3 		$1.69M Sell
29,460
-3,386
-10% -$184K 0.1% 57
2024
Q2 		$1.75M Sell
32,846
-342
-1% -$18.2K 0.1% 50
2024
Q1 		$1.77M Sell
33,188
-2,888
-8% -$148K 0.11% 52
2023
Q4 		$1.84M Buy
+36,076
New +$1.74M 0.13% 45

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

Midland Wealth Advisors's ACWX Position: Q1 2026 in Review

Midland Wealth Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 6.9% in Q1 2026, selling an estimated $120K and leaving 22,866 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #57.

Midland Wealth Advisors first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.84M in Q4 2023. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Midland Wealth Advisors held 22,866 shares of iShares MSCI ACWI ex US ETF worth $1.57M as of Q1 2026.
  • Midland Wealth Advisors sold 1,695 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $120K.
  • iShares MSCI ACWI ex US ETF made up 0.08% of Midland Wealth Advisors's portfolio in Q1 2026, its #57 holding.
  • Midland Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
  • Midland Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.84M in Q4 2023.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.