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ACWX icon

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

NewEdge 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 		$17.2M Sell
251,102
-4,519
-2% -$319K 0.06% 303
2025
Q4 		$17.2M Buy
255,621
+2,137
+0.8% +$142K 0.06% 284
2025
Q3 		$16.5M Buy
253,484
+99,685
+65% +$6.23M 0.07% 261
2025
Q2 		$9.37M Sell
153,799
-13,953
-8% -$806K 0.05% 383
2025
Q1 		$9.3M Sell
167,752
-52,306
-24% -$2.87M 0.06% 342
2024
Q4 		$11.5M Buy
220,058
+5,586
+3% +$306K 0.07% 280
2024
Q3 		$12.3M Buy
214,472
+20,841
+11% +$1.14M 0.08% 252
2024
Q2 		$10.3M Sell
193,631
-797
-0.4% -$42.5K 0.07% 258
2024
Q1 		$10.4M Buy
194,428
+4,953
+3% +$254K 0.09% 218
2023
Q4 		$9.66M Buy
189,475
+16,638
+10% +$801K 0.09% 214
2023
Q3 		$8.13M Buy
172,837
+6,833
+4% +$334K 0.09% 221
2023
Q2 		$8.17M Buy
166,004
+1,168
+0.7% +$57.5K 0.09% 222
2023
Q1 		$8.04M Buy
164,836
+31,131
+23% +$1.5M 0.1% 212
2022
Q4 		$113K Buy
+133,705
New +$5.86M ﹤0.01% 1401

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

NewEdge Advisors's ACWX Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.8% in Q1 2026, selling an estimated $319K and leaving 251,102 shares worth $17.2M. The position accounts for 0.06% of the portfolio, ranked #303.

NewEdge Advisors first reported a position in ACWX in Q4 2022 and has held it in 14 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • NewEdge Advisors held 251,102 shares of iShares MSCI ACWI ex US ETF worth $17.2M as of Q1 2026.
  • NewEdge Advisors sold 4,519 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $319K.
  • iShares MSCI ACWI ex US ETF made up 0.06% of NewEdge Advisors's portfolio in Q1 2026, its #303 holding.
  • NewEdge Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 14 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.