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

NewEdge Wealth’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	$1.52M	Sell	22,256 -48,365	-68%	-$3.41M	0.02%	504
2025 Q4	$4.74M	Buy	70,621 +45,423	+180%	+$3.01M	0.05%	241
2025 Q3	$1.66M	Sell	25,198 -81,895	-76%	-$5.12M	0.02%	444
2025 Q2	$6.62M	Buy	107,093 +86,963	+432%	+$5.02M	0.1%	159
2025 Q1	$1.12M	Sell	20,130 -138,744	-87%	-$7.62M	0.02%	453
2024 Q4	$8.29M	Buy	158,874 +138,901	+695%	+$7.6M	0.14%	130
2024 Q3	$1.14M	Hold	19,973	–	–	0.02%	447
2024 Q2	$1.06M	Sell	19,973 -7,996	-29%	-$426K	0.02%	409
2024 Q1	$1.48M	Buy	27,969 +7,993	+40%	+$410K	0.03%	366
2023 Q4	$1.02M	Buy	+19,976	New	+$961K	0.03%	395

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

NewEdge Wealth's ACWX Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 68% in Q1 2026, selling an estimated $3.41M and leaving 22,256 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #504.

NewEdge Wealth first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.29M in Q4 2024. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

NewEdge Wealth held 22,256 shares of iShares MSCI ACWI ex US ETF worth $1.52M as of Q1 2026.
NewEdge Wealth sold 48,365 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $3.41M.
iShares MSCI ACWI ex US ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #504 holding.
NewEdge Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
NewEdge Wealth's iShares MSCI ACWI ex US ETF position peaked at $8.29M in Q4 2024.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

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