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

Pennington Partners & Co’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 		$1.46M Buy
21,323
+1,156
+6% +$81.5K 0.5% 24
2025
Q4 		$1.35M Sell
20,167
-524
-3% -$34.7K 0.54% 21
2025
Q3 		$1.35M Hold
20,691
– – 0.64% 22
2025
Q2 		$1.26M Buy
20,691
+75
+0.4% +$4.33K 0.68% 18
2025
Q1 		$1.14M Hold
20,616
– – 0.66% 17
2024
Q4 		$1.08M Buy
+20,616
New +$1.13M 0.53% 22

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

Pennington Partners & Co's ACWX Position: Q1 2026 in Review

Pennington Partners & Co increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.7% in Q1 2026, buying an estimated $81.5K and bringing the position to 21,323 shares worth $1.46M. The position accounts for 0.5% of the portfolio, ranked #24.

Pennington Partners & Co first reported a position in ACWX in Q4 2024 and has held it in 6 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Pennington Partners & Co held 21,323 shares of iShares MSCI ACWI ex US ETF worth $1.46M as of Q1 2026.
  • Pennington Partners & Co bought 1,156 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $81.5K.
  • iShares MSCI ACWI ex US ETF made up 0.5% of Pennington Partners & Co's portfolio in Q1 2026, its #24 holding.
  • Pennington Partners & Co first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 6 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.