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Premier Path Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Premier Path Wealth 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 		$30.1M Buy
439,844
+169,293
+63% +$11.9M 3.92% 2
2025
Q4 		$18.2M Buy
270,551
+64,073
+31% +$4.25M 2.35% 5
2025
Q3 		$13.4M Buy
206,478
+25,910
+14% +$1.62M 1.73% 7
2025
Q2 		$11M Buy
180,568
+27,639
+18% +$1.6M 1.53% 10
2025
Q1 		$8.48M Buy
152,929
+15,940
+12% +$875K 1.32% 14
2024
Q4 		$7.15M Buy
136,989
+28,857
+27% +$1.58M 1.09% 21
2024
Q3 		$6.19M Buy
108,132
+23,251
+27% +$1.27M 0.98% 21
2024
Q2 		$4.51M Buy
84,881
+11,183
+15% +$596K 0.77% 31
2024
Q1 		$4.08M Buy
73,698
+30,073
+69% +$1.54M 0.77% 31
2023
Q4 		$2.28M Buy
+43,625
New +$2.1M 0.51% 41

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

Premier Path Wealth Partners's ACWX Position: Q1 2026 in Review

Premier Path Wealth Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 63% in Q1 2026, buying an estimated $11.9M and bringing the position to 439,844 shares worth $30.1M. The position accounts for 3.92% of the portfolio, ranked #2.

Premier Path Wealth Partners first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Premier Path Wealth Partners held 439,844 shares of iShares MSCI ACWI ex US ETF worth $30.1M as of Q1 2026.
  • Premier Path Wealth Partners bought 169,293 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $11.9M.
  • iShares MSCI ACWI ex US ETF made up 3.92% of Premier Path Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • Premier Path Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.