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Perigon Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Perigon Wealth 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 		$513K Buy
7,491
+790
+12% +$55.7K 0.01% 800
2025
Q4 		$450K Buy
6,701
+2,426
+57% +$161K 0.01% 849
2025
Q3 		$278K Hold
4,275
– – 0.01% 1008
2025
Q2 		$261K Hold
4,275
– – 0.01% 895
2025
Q1 		$237K Hold
4,275
– – 0.01% 898
2024
Q4 		$224K Sell
4,275
-11,763
-73% -$643K 0.01% 920
2024
Q3 		$918K Sell
16,038
-24
-0.1% -$1.31K 0.02% 457
2024
Q2 		$853K Sell
16,062
-245
-2% -$13.1K 0.02% 406
2024
Q1 		$871K Buy
16,307
+38
+0.2% +$1.95K 0.03% 403
2023
Q4 		$830K Buy
16,269
+4,185
+35% +$201K 0.03% 380
2023
Q3 		$568K Hold
12,084
– – 0.02% 416
2023
Q2 		$595K Buy
+12,084
New +$595K 0.02% 414
2022
Q4 		– Sell
-8,355
Closed -$334K – 687
2022
Q3 		$334K Hold
8,355
– – 0.03% 402
2022
Q2 		$376K Buy
8,355
+2,298
+38% +$111K 0.03% 380
2022
Q1 		$317K Buy
+6,057
New +$323K 0.02% 445
2021
Q1 		– Sell
-758
Closed -$40K – 495
2020
Q4 		$40K Buy
+758
New +$37.6K ﹤0.01% 811
2017
Q4 		– Sell
-160
Closed -$8K – 604
2017
Q3 		$8K Hold
160
– – ﹤0.01% 522
2017
Q2 		$7K Buy
160
+2
+1% +$90 ﹤0.01% 512
2017
Q1 		$7K Hold
158
– – ﹤0.01% 549
2016
Q4 		$7K Buy
158
+2
+1% +$81 ﹤0.01% 597
2016
Q3 		$6K Hold
156
– – ﹤0.01% 528
2016
Q2 		$6K Buy
+156
New +$6.19K ﹤0.01% 389

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

Perigon Wealth Management's ACWX Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 12% in Q1 2026, buying an estimated $55.7K and bringing the position to 7,491 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #800.

Perigon Wealth Management first reported a position in ACWX in Q2 2016 and has held it in 22 quarters since. The position peaked at $918K in Q3 2024. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Perigon Wealth Management held 7,491 shares of iShares MSCI ACWI ex US ETF worth $513K as of Q1 2026.
  • Perigon Wealth Management bought 790 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $55.7K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #800 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2016 and has held it in 22 quarters since.
  • Perigon Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $918K in Q3 2024.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.