MOTCO’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

MOTCO’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	$21.2K	Hold	310	–	–	﹤0.01%	408
2025 Q4	$20.8K	Sell	310 -71	-19%	-$4.7K	﹤0.01%	401
2025 Q3	$24.8K	Hold	381	–	–	﹤0.01%	390
2025 Q2	$23K	Hold	381	–	–	﹤0.01%	373
2025 Q1	$21.1K	Hold	381	–	–	﹤0.01%	361
2024 Q4	$19.9K	Hold	381	–	–	﹤0.01%	349
2024 Q3	$21.8K	Hold	381	–	–	﹤0.01%	406
2024 Q2	$20.2K	Hold	381	–	–	﹤0.01%	500
2024 Q1	$20.3K	Hold	381	–	–	﹤0.01%	472
2023 Q4	$19.4K	Hold	381	–	–	﹤0.01%	441
2023 Q3	$17.9K	Hold	381	–	–	﹤0.01%	461
2023 Q2	$18.8K	Hold	381	–	–	﹤0.01%	452
2023 Q1	$18.6K	Sell	381 -58	-13%	-$2.79K	﹤0.01%	421
2022 Q4	$20K	Hold	439	–	–	﹤0.01%	424
2022 Q3	$18K	Hold	439	–	–	﹤0.01%	452
2022 Q2	$20K	Hold	439	–	–	﹤0.01%	425
2022 Q1	$23K	Sell	439 -511	-54%	-$27.2K	﹤0.01%	415
2021 Q4	$53K	Sell	950 -394	-29%	-$22.2K	﹤0.01%	350
2021 Q3	$74K	Hold	1,344	–	–	﹤0.01%	314
2021 Q2	$77K	Hold	1,344	–	–	0.01%	316
2021 Q1	$74K	Hold	1,344	–	–	0.01%	308
2020 Q4	$71K	Buy	+1,344	New	+$66.7K	0.01%	328

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 $8.19B AUM 30.56% 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

MOTCO's ACWX Position: Q1 2026 in Review

MOTCO held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 310 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

MOTCO first reported a position in ACWX in Q4 2020 and has held it in 22 quarters since. The position peaked at $77K in Q2 2021. 702 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

MOTCO held 310 shares of iShares MSCI ACWI ex US ETF worth $21.2K as of Q1 2026.
MOTCO 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 MOTCO's portfolio in Q1 2026, its #408 holding.
MOTCO first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 22 quarters since.
MOTCO's iShares MSCI ACWI ex US ETF position peaked at $77K in Q2 2021.
702 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.