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ACWX icon

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

&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
2026
Q1 		$3.29M Buy
48,067
+34,143
+245% +$2.41M 0.02% 692
2025
Q4 		$940K Buy
13,924
+9,645
+225% +$639K ﹤0.01% 1253
2025
Q3 		$279K Buy
+4,279
New +$268K ﹤0.01% 1797

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 $8.19B AUM 30.56% 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

&Partners's ACWX Position: Q1 2026 in Review

&Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 245% in Q1 2026, buying an estimated $2.41M and bringing the position to 48,067 shares worth $3.29M. The position accounts for 0.02% of the portfolio, ranked #692.

&Partners first reported a position in ACWX in Q3 2025 and has held it in 3 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • &Partners held 48,067 shares of iShares MSCI ACWI ex US ETF worth $3.29M as of Q1 2026.
  • &Partners bought 34,143 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $2.41M.
  • iShares MSCI ACWI ex US ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #692 holding.
  • &Partners first reported a position in iShares MSCI ACWI ex US ETF in Q3 2025 and has held it in 3 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.