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Moneta Group Investment Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Moneta Group Investment 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 		$1.44M Hold
21,057
– – 0.01% 308
2025
Q4 		$1.41M Sell
21,057
-123
-0.6% -$8.15K 0.01% 308
2025
Q3 		$1.38M Sell
21,180
-1,278
-6% -$79.9K 0.01% 302
2025
Q2 		$1.37M Sell
22,458
-31,747
-59% -$1.83M 0.02% 271
2025
Q1 		$3.01M Hold
54,205
– – 0.04% 166
2024
Q4 		$2.83M Sell
54,205
-569
-1% -$31.1K 0.04% 176
2024
Q3 		$3.13M Sell
54,774
-35
-0.1% -$1.91K 0.05% 157
2024
Q2 		$2.91M Buy
54,809
+101
+0.2% +$5.39K 0.05% 160
2024
Q1 		$2.92M Buy
54,708
+13,000
+31% +$667K 0.05% 157
2023
Q4 		$2.13M Sell
41,708
-90,526
-68% -$4.36M 0.04% 164
2023
Q3 		$6.22M Buy
132,234
+129
+0.1% +$6.31K 0.14% 85
2023
Q2 		$6.5M Buy
132,105
+115
+0.1% +$5.66K 0.14% 84
2023
Q1 		$6.44M Buy
131,990
+10,718
+9% +$516K 0.15% 85
2022
Q4 		$6.01M Sell
121,272
-300,772
-71% -$13.2M 0.16% 89
2022
Q3 		$16.9M Sell
422,044
-9,267
-2% -$412K 0.64% 39
2022
Q2 		$19.4M Buy
431,311
+396,415
+1,136% +$19.2M 0.66% 38
2022
Q1 		$1.82M Sell
34,896
-14
-0% -$746 0.07% 142
2021
Q4 		$1.94M Sell
34,910
-1,979
-5% -$111K 0.08% 136
2021
Q3 		$2.04M Sell
36,889
-9
-0% -$513 0.09% 124
2021
Q2 		$2.12M Buy
36,898
+19
+0.1% +$1.09K 0.1% 130
2021
Q1 		$2.04M Buy
36,879
+1
+0% +$55 0.11% 121
2020
Q4 		$1.96M Hold
36,878
– – 0.14% 99
2020
Q3 		$1.7M Buy
36,878
+23,650
+179% +$1.09M 0.15% 91
2020
Q2 		$572K Sell
13,228
-723,558
-98% -$29.6M 0.05% 148
2020
Q1 		$27.7M Buy
+736,786
New +$33.1M 2.89% 5

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

Moneta Group Investment Advisors's ACWX Position: Q1 2026 in Review

Moneta Group Investment Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 21,057 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #308.

Moneta Group Investment Advisors first reported a position in ACWX in Q1 2020 and has held it in 25 quarters since. The position peaked at $27.7M in Q1 2020. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Moneta Group Investment Advisors held 21,057 shares of iShares MSCI ACWI ex US ETF worth $1.44M as of Q1 2026.
  • Moneta Group Investment Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #308 holding.
  • Moneta Group Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2020 and has held it in 25 quarters since.
  • Moneta Group Investment Advisors's iShares MSCI ACWI ex US ETF position peaked at $27.7M in Q1 2020.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.