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Next Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Next Capital Management’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 		$682K Hold
9,959
– – 0.21% 71
2025
Q4 		$669K Hold
9,959
– – 0.21% 68
2025
Q3 		$647K Hold
9,959
– – 0.22% 73
2025
Q2 		$607K Hold
9,959
– – 0.22% 75
2025
Q1 		$552K Hold
9,959
– – 0.26% 70
2024
Q4 		$519K Buy
+9,959
New +$545K 0.21% 79
2019
Q4 		– Sell
-1,850
Closed -$85K – 94
2019
Q3 		$85K Hold
1,850
– – 0.06% 115
2019
Q2 		$87K Hold
1,850
– – 0.06% 124
2019
Q1 		$86K Sell
1,850
-4,975
-73% -$224K 0.07% 119
2018
Q4 		$286K Buy
+6,825
New +$301K 0.25% 63

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

Next Capital Management's ACWX Position: Q1 2026 in Review

Next Capital Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 9,959 shares worth $682K. The position accounts for 0.21% of the portfolio, ranked #71.

Next Capital Management first reported a position in ACWX in Q4 2018 and has held it in 10 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Next Capital Management held 9,959 shares of iShares MSCI ACWI ex US ETF worth $682K as of Q1 2026.
  • Next Capital Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ex US ETF made up 0.21% of Next Capital Management's portfolio in Q1 2026, its #71 holding.
  • Next Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 10 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.