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Orion Portfolio Solutions’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.7M Buy
66,805
+4,636
+7% +$255K 0.04% 443
2024
Q4 		$3.24M Buy
62,169
+46,748
+303% +$2.56M 0.03% 476
2024
Q3 		$882K Buy
15,421
+4,671
+43% +$254K 0.01% 1109
2024
Q2 		$571K Buy
+10,750
New +$573K 0.01% 1229

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orion Portfolio Solutions's ACWX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 7.5% in Q1 2025, buying an estimated $255K and bringing the position to 66,805 shares worth $3.7M. The position accounts for 0.04% of the portfolio, ranked #443.

Orion Portfolio Solutions first reported a position in ACWX in Q2 2024 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

  • Orion Portfolio Solutions held 66,805 shares of iShares MSCI ACWI ex US ETF worth $3.7M as of Q1 2025.
  • Orion Portfolio Solutions bought 4,636 iShares MSCI ACWI ex US ETF shares in Q1 2025, an estimated $255K.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #443 holding.
  • Orion Portfolio Solutions first reported a position in iShares MSCI ACWI ex US ETF in Q2 2024 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.