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

ORG Partners’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
2025 Q4	$1.47M	Buy	21,934 +7,922	+57%	+$525K	0.26%	89
2025 Q3	$925K	Buy	14,012 +7,059	+102%	+$441K	0.17%	129
2025 Q2	$424K	Buy	6,953 +43	+0.6%	+$2.48K	0.09%	192
2025 Q1	$384K	Buy	6,910 +6,380	+1,204%	+$350K	0.09%	175
2024 Q4	$27.6K	Buy	+530	New	+$29K	﹤0.01%	674

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ORG Partners's ACWX Position: Q4 2025 in Review

ORG Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 57% in Q4 2025, buying an estimated $525K and bringing the position to 21,934 shares worth $1.47M. The position accounts for 0.26% of the portfolio, ranked #89.

ORG Partners first reported a position in ACWX in Q4 2024 and has held it in 5 quarters since. 603 funds tracked by Wall St. Rank hold ACWX as of Q4 2025.

ORG Partners held 21,934 shares of iShares MSCI ACWI ex US ETF worth $1.47M as of Q4 2025.
ORG Partners bought 7,922 iShares MSCI ACWI ex US ETF shares in Q4 2025, an estimated $525K.
iShares MSCI ACWI ex US ETF made up 0.26% of ORG Partners's portfolio in Q4 2025, its #89 holding.
ORG Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 5 quarters since.
603 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.